New Investors

Download a copy of the current Product Disclosure Statement (PDS).

Alternatively, request a free hard copy be mailed to you.

After completing the Application Form online, you will need to print out the completed form and duly sign it.

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:

• completing the greenID™ verification as part of the online application process (available only to Australian individual investors); or
• supplying the required ID documentation in certified copy format. The online Application Form will specify the acceptable forms of ID based on your investor type.

Alternatively...

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.

Option 1: By Cheque

Cheques must be drawn in Australian dollars and made payable to 'Platinum Trust'.

 

Option 2: By EFT or direct deposit

Australia

Payments in A$ must be made to the following Australian bank account:

Account name:	Platinum Trust
Bank:	National Australia Bank
SWIFT code:	NATAAU3302S
BSB:	082 057
Account number:	47598 3952

New Zealand

Payments in NZ$ must be made to the following New Zealand bank account:

Account name:	Platinum Trust
Bank:	Bank of New Zealand
Account number:	02 0500 0741112 001

Please ensure that you:

• ask your financial institution to record the applicant/investor's name as a narrative on the EFT instruction (or, if using direct deposit, ask Platinum’s bank to add the applicant/investor's name as a reference against the deposit); and
• notify Platinum of the details of your EFT or direct deposit as soon as possible so that we can identify your money.

Failure to take either of these steps may result in processing delays and additional costs to you.

 

Option 3: By direct debit

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 applicable to the next Business Day.

Please:

1. print out your completed Application Form,
2. sign it in accordance with the instructions on the Application Form based on your investor type, and
3. post or hand-deliver your signed Application Form together with certified copies of any requisite ID documents to Platinum at the following addresses:

     By post:

     Platinum Asset Management
     GPO Box 2724
     Sydney NSW 2001
     Australia

     By hand-delivery:

     Platinum Asset Management
     Level 8, 7 Macquarie Place
     Sydney NSW 2000
     Australia

If certified ID documents are not required

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: invest@platinum.com.au

Please call us to confirm receipt after you send the fax or email.

Download a copy of the current Product Disclosure Statement (PDS) and Additional Information Booklet (AIB). 

Alternatively, request a free hard copy be mailed to you.

Choose how you wish to invest

Option 1 – via your broker and the ASX mFund Settlement Service
You may apply for units in Platinum Global Fund (mFund code: PLM01) via the ASX mFund Settlement Service by placing a buy order and your application monies with your broker (or financial adviser who uses a stockbroking service on your behalf).

Option 2 – by direct investment with Platinum
If you wish to apply for units directly from Platinum, please complete the following steps.

Please complete the Application Form for New Investment attached to the (PDS) and duly sign it.

You may also need to provide certain identification (ID) documents to enable Platinum to comply with requirements under Australia’s Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) laws. The Application Form will specify the acceptable forms of ID based on your investor type. Requisite ID documents need to be provided in certified copy format.

Option 1: By cheque

Cheques must be drawn in Australian dollars and made payable to 'Platinum Global Fund'.

 

Option 2: By EFT or direct deposit

Australia

Payments in A$ must be made to the following Australian bank account:

Account name:	Platinum Global Fund
Bank:	National Australia Bank
SWIFT code:	NATAAU3302S
BSB:	082 057
Account number:	84112 5828

New Zealand

Payments in NZ$ must be made to the following New Zealand bank account:

Account name:	Platinum Global Fund
Bank:	Bank of New Zealand
Account number:	02 0500 0741112 004

Please ensure that you:

• ask your financial institution to record the applicant/investor's name as a narrative on the EFT instruction (or, if using direct deposit, ask Platinum’s bank to add the applicant/investor's name as a reference against the deposit); and
• notify Platinum of the details of your EFT or direct deposit as soon as possible so that we can identify your money.

Failure to take either of these steps may result in processing delays and additional costs to you.

 

Option 3: By direct debit

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 applicable to the next Business Day.

Please:

1. sign your completed Application Form in accordance with the instructions on the form based on your investor type, and
2. post or hand-deliver your signed Application Form together with certified copies of any requisite ID documents to Platinum at the following addresses:

     By post:

     Platinum Asset Management
     GPO Box 2724
     Sydney NSW 2001
     Australia

     By hand-delivery:

     Platinum Asset Management
     Level 8, 7 Macquarie Place
     Sydney NSW 2000
     Australia

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.

     By fax:     +61 2 9254 5590
     By email: invest@platinum.com.au

Please call us to confirm receipt after you send the fax or email.