Platinum Trust Funds
Make an initial investment (new account)
Use this form to make an investment in one or more of the Platinum Trust Funds for the first time.
Online
PDF
Make an additional investment
Fill in this form if you have invested in one or more of the Platinum Trust Funds and wish to make an additional investment in one or more of them (including the Platinum Trust Funds in which you haven't already invested).
Update my details
Use this form if you wish to update your contact details, change your distribution election, nominate a different bank account, change your preferences about the information you receive from Platinum, or update access authorisation for your Financial Adviser or Administrator.
Set up direct debit for regular investment plan (NZ only)
Use this form if you wish to set up a regular investment plan with monthly or quarterly contributions debited from a New Zealand bank account.
Set up a regular investment plan
Use this form to if you wish to set up a regular investment plan with monthly or quarterly contributions debited from an Australian bank account.
Platinum Global Fund – invested via Platinum
Fill in the Application Form (attached to the back of the PDS) to make an initial investment in the Platinum Global Fund.
Platinum Global Fund – invested via broker
Register for secured online access
Use this form if you have invested in the Platinum Global Fund through a broker (including online broking platforms) and wish to register for secure online access to your Platinum investment account.
Switch funds
Fill in this form to switch your investment in one Platinum Trust Fund to another, or to switch from one unit class to another.
Transfer my investment to another person or entity
Fill in this Australian Standard Transfer Form if you wish to transfer your unit holdings in the Platinum Trust Fund(s) to another person or entity.
Withdraw or redeem my investment
Fill in this form if you wish to withdraw all or part of your investments in the Platinum Trust Fund(s) (i.e. sell your units).
Authorise someone to access my account (individual representative)
Fill in this Operating Authority Form to give an individual (natural person) the authority to access and operate your Platinum account.
Authorise someone to access my account (corporate representative)
Fill in this Operating Authority Form to give a corporate entity the authority to access and operate your Platinum account.
Fill in this form to register for secure online access to your Platinum investment account.
Fill in this form if you have invested in the Platinum Global Fund directly through Platinum (rather than through a broker) and wish to top up your investments.
Use this form if you have invested in the Platinum Global Fund directly through Platinum (rather than through a broker) and wish to set up a regular investment plan with monthly or quarterly contributions debited from an Australian bank account.
Fill in this form if you have invested in the Platinum Global Fund directly through Platinum (rather than through a broker) and wish to set up a regular investment plan with monthly or quarterly contributions debited from a New Zealand bank account.
Use this form if you have invested in the fund through Platinum (rather than through a broker) and wish to update your contact details, change your distribution election, nominate a different bank account, change your communication preference, or update your Financial Adviser’s access authorisation.
Fill in this form if you have invested in the Platinum Global Fund directly through Platinum (rather than through a broker) and wish to withdraw all or part of your investments (i.e. sell your units).
Fill in this form if you have invested in the Platinum Global Fund directly through Platinum (rather than through a broker) and wish to give an individual (natural person) the authority to access and operate your Platinum account.
Fill in this form if you have invested in the Platinum Global Fund directly through Platinum (rather than through a broker) and wish to give a corporate entity the authority to access and operate your Platinum account.
Fill in this form if you have invested in the Platinum Global Fund directly through Platinum (rather than through a broker) and wish to register for secure online access to your Platinum investment account.
Use this form if you have invested in the Platinum Global Fund through a broker (including online broking platforms) and wish to give a corporate entity the authority to access and operate your Platinum account.
Use this form if you have invested in the Platinum Global Fund through a broker (including online broking platforms) and wish to give an individual (natural person) the authority to access and operate your Platinum account.
Use this form if you have invested in the Platinum Global Fund through a broker and wish to update your contact details, change your distribution election, nominate a different bank account, change your communication preference, or update your Financial Adviser’s access authorisation.
Use this form if you have invested in the Platinum Global Fund through a broker (including online broking platforms) and wish to set up a regular investment plan with monthly or quarterly contributions debited from a New Zealand bank account.
Use this form if you have invested in the Platinum Global Fund through a broker (including online broking platforms) and wish to set up a regular investment plan with monthly or quarterly contributions debited from an Australian bank account.
These forms are intended for Australian and New Zealand residents.
Online forms – please print, sign and send the form to us after filling in the details online.
PDF forms – please print, complete, sign and send the form to us.
If you cannot find the form for what you wish to do or for the product that you have invested in, please go to Existing Investors for further information.
If you are new to Platinum and wish to make an initial investment in one of our products, please go to New Investors for further information.
Alternatively, contact us for assistance.