If you have decided to invest with Platinum and know which product is right for you, select your chosen product using the drop-down box below to find out how to proceed with making an initial investment.
If you are not sure which investment product is right for you, take a moment to learn about the different products we offer. This product comparison tool may also help you with selecting the products that best suit your needs and objectives.
You may invest in more than one of the Platinum Trust Funds by filling out a single application form.
Download a copy of the current Product Disclosure Statement (PDS).
Alternatively, request a free hard copy be mailed to you.
This is available by downloading as a PDF document below or request a paper copy be mailed to you by completing our online form or by calling us on 1300 726 700.
You may also need to provide certain identification (ID) documents to enable Platinum to comply with the requirements under Australia’s Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) laws. You can do so by either:
You may print and complete a hard copy of the Application Form for New Investment attached to the PDS. You will need to duly sign the form and post it to us together with any requisite ID documentation in certified copy format.
Note: If you are completing and signing an application as agent for the applicant (under a power of attorney), you must complete a hard copy of the Application Form for New Investment attached to the PDS.
Cheques must be drawn in Australian dollars and made payable to 'Platinum Trust'.
Payments in A$ must be made to the following Australian bank account:
Payments in NZ$ must be made to the following New Zealand bank account:
Failure to take either of these steps may result in processing delays and additional costs to you.
This option is only available for transactions in Australian dollars.
You can authorise Platinum to debit investment amounts directly from your nominated Australian financial institution account if you have completed the relevant section in the Application Form.
For applications made under the direct debit arrangement, we will endeavour to debit your nominated financial institution account on the day your completed application is received and processed by us or your earliest debit date if specified on the Application Form (if this date is later), provided that your application meets our processing requirements.
The entry price that will apply to an investment made under the direct debit arrangement will be based on when we receive your money from your financial institution. For example, a payment initiated on one Business Day should cause your funds to be invested at the entry price calculated on the next Business Day.
Platinum Asset Management
GPO Box 2724
Sydney NSW 2001
Platinum Asset Management
Level 8, 7 Macquarie Place
Sydney NSW 2000
If you have completed the greenID™ verification as part of the online application process, or if no ID documentation is required for AML/CTF based on the your investor type, you may send your completed and duly signed Application Form to us by fax or email.
By fax: +61 2 9254 5590
By email: email@example.com
Please call us to confirm receipt after you send the fax or email.
NOTE: The Platinum Trust Funds can be accessed via certain platforms (wrap accounts or master trusts). If you wish to invest via a platform instead of directly through Platinum by completing this 4-step application, please speak to your financial adviser or contact us for further details.
Cheques must be drawn in Australian dollars and made payable to 'Platinum Global Fund'.
Please ensure that you:
If certified ID documents are not required
If no ID documentation is required for AML/CTF based on your investor type, you may send your completed and duly signed Application Form to us by fax or email.
Units in Platinum International Fund (Quoted Managed Hedge Fund) (ASX code: PIXX) are quoted and traded on the ASX.
You may buy and sell units in PIXX through your broker (including online broking platforms) in the same way that you trade shares in ASX-listed companies. Contact your broker for further details.
But first read PIXX's Product Disclosure Statement. PIXX's intra-day iNAV and other details can be viewed here.
Units in Platinum Asia Fund (Quoted Managed Hedge Fund) (ASX code: PAXX) are quoted and traded on the ASX.
You may buy and sell units in PAXX through your broker (including online broking platforms) in the same way that you trade shares in ASX-listed companies. Contact your broker for further details.
But first read PAXX's Product Disclosure Statement. PAXX's intra-day iNAV and other details can be viewed here.
Platinum Capital Limited (ASX code: PMC) is an investment company listed on the ASX.
You may buy and sell shares in PMC through your broker (including online broking platforms) in the same way that you trade shares in other ASX-listed companies.
Contact your broker for further details.
Platinum Asia Investments Limited (ASX code: PAI) is an investment company listed on the ASX.
You may buy and sell shares in PAI through your broker (including online broking platforms) in the same way that you trade shares in other ASX-listed companies.
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