Generate Chat – Terms of Service

Generate’s Chat service is designed as an information service to answer general questions about our company and products, and to provide helpful guidance. It does not provide financial advice and you should not disclose your PIN, password or any other sensitive information over the service.

If you have more specific questions, chat to a human via the Generate App or call us on 0800 855 322 and we will gladly put you in touch with the relevant person at Generate.

Chats may be recorded or monitored for training purposes.

When considering whether to invest or to continue to invest in a Fund, you should consider the Fund’s Product Disclosure Statement, available on Generate’s website here.

Our Complaints Policy is accessible here

Our FAQ are accessible here

Our AI chat engagements will conform to the Generate Privacy Policy here

While we take reasonable steps to ensure the information provided is helpful, it may be incomplete, inaccurate, or not tailored to your personal circumstances. You should not
rely on this chat when making decisions.

To the extent permitted by law, Generate does not accept liability for any loss or damage arising from reliance on information provided through Generate Chat.