Before making any decision to invest, you should read and understand the Fund’s Product Disclosure Statement (PDS) or Information Memorandum (IM), and you should ensure the Fund is appropriate for your personal circumstances and financial objectives. You may wish to consult with your adviser in making this assessment.
The easiest way to make a new investment or add to an existing one is to use the online application facility provided by our investment registrar, Boardroom. Follow the links below to apply online. Alternatively, you can download and complete the appropriate Application Form for the Fund you wish to invest in.
The easiest way to view and update most of your investment information is the Boardroom Investorserve website. You can register for Investorserve anytime using your investment details. Withdrawals and some changes to investment details require a paper form to be completed. You can download the relevant form below.
Can’t find the form you need? Additional forms are available from the Boardroom website here.