Affluence Income Trust Application"*" indicates required fieldsInvestment StatusEmail* Are you investing in this Fund on the advice of a licensed financial advisor who has taken into account your personal objectives, financial situation and needs? Yes NoAre you investing more than $500,000, or do you believe you would otherwise qualify as a Wholesale or Sophisticated Investor? Yes NoTarget Market QuestionsDo you accept that the Fund aims to achieve its investment objectives over one year or longer, and that it may not be appropriate if your expected investment period is shorter than one year?* Yes NoDo you accept that although the Fund has a low risk rating, the capital value of an investment in the Fund is not guaranteed and can fluctuate over time.* Yes NoDo you accept that while the Fund targets a minimum distribution equal to the RBA Cash Rate plus 3% per annum, paid monthly, that distributions are not guaranteed and may vary over time, or even cease for a period?* Yes NoDo you accept that despite the Fund having a high level of diversification within the fixed income asset class, it may be riskier to invest all your savings in a single fund, rather than hold a diversified portfolio of investments?* Yes NoDo you accept that while withdrawals are generally paid monthly, this is not guaranteed and that in some very limited circumstances, you may have to wait longer to redeem your investment?* Yes NoPlease indicate how much your investment in the fund represents of the total assets you have available for investment, excluding your residential home.* Less than 50% 50% – 75% More than 75% Prefer not to sayYou have answered one or more of the above questions in a manner which suggests this product may not be suitable for you. Before proceeding with your investment, we recommend you do one or more of the following:Review the Target Market Determination for the product which can be found here. (Link).Review the product disclosure statement. In particular the disclosures around the fund risks.Seek personal advice from your financial adviser, stockbroker or other investment professional.Consent* I / We understand*Continue with Online ApplicationThank you. To continue with online application via Registry Direct, click below.CommentsThis field is for validation purposes and should be left unchanged.
