Application Form for New Investment

Investor Services
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Mon - Fri 8:30am - 6pm AEST

Application Form for New Investment

Please complete the following easy application steps:

  1. Investment Details
  2. Investor Details
  3. Account Details
  4. Communication Details
  5. Complete Identification Process (optional)
  6. Confirm Details, Print and Sign
Getting Started

Does this investment relate to an existing account in the Platinum Trust Funds?

Please select a type of investor account to open
    • A valid email address
    • Bank account details to be linked to your account (to apply for a joint account you will require a joint bank account in the name of the investment)
    • TFN for Australian investor/s
    • Electronic Identity Verification (if selected online, the following may assist Australian investors in verifying your identity): Australian Drivers Licence, Passport, Medicare Card, Australian Visa
    • A valid email address
    • Bank account details to be linked to your account
    • TFN or ABN for Australian company
    • Registration details:
      • Australian company - ABN or ACN
      • Foreign company - company registration
    • Electronic Identity Verification for any Beneficial Owner (if selected online, the following may assist Australian individuals in verifying their identity): Australian Drivers Licence, Passport, Medicare Card, Australian Visa
    • A valid email address
    • Bank account details to be linked to your account
    • TFN or ABN for Australian Trust / Super Fund
    • Registration details:
      • Australian SMSF - ABN
      • Other Trust – registration / licensing details (if obtained)
    • Electronic Identity Verification for one Trustee, any Settlor and all Beneficial Owner(s) of unregulated trusts (if selected online, the following may assist Australian individuals in verifying their identity): Australian Drivers Licence, Passport, Medicare Card, Australian Visa
    • A valid email address
    • Bank account details to be linked to your account
    • TFN or ABN for Australian Trust / Super Fund
    • Registration details:
      • Australian company - ABN or ACN
      • Foreign company - company registration
      • Australian SMSF - ABN
      • Other Trust – registration / licensing details (if obtained)
    • Electronic Identity Verification for any Settlor and all Beneficial Owner(s) of unregulated trusts/trustees (if selected online, the following may assist Australian individuals in verifying their identity): Australian Drivers Licence, Passport, Medicare Card, Australian Visa
    • A valid email address
    • Bank account details to be linked to your account
    • TFN or ABN for Australian investors
    • Partnership regulation information (if relevant):
      • Australian investors - ABN (if obtained) and a membership number issued by a Professional Association
    • Electronic Identity Verification for one Partner and any Beneficial Owner (s) (if selected online, the following may assist Australian individuals in verifying their identity): Australian Drivers Licence, Passport, Medicare Card, Australian Visa
    • A valid email address
    • Bank account details to be linked to your account
    • TFN or ABN for Australian investors
    • Incorporation / Registration details (if relevant):
      • Australian investors - ABN or ACN
    • Electronic Identity Verification for all Beneficial Owner(s) and any named member (if selected online, the following may assist Australian individuals in verifying their identity): Australian Drivers Licence, Passport, Medicare Card, Australian Visa
Terms and conditions
You must read the Product Disclosure Statement before accepting its terms

Prior to making a decision to invest, you should consider the Funds’ Product Disclosure Statement and the specific characteristics and risks of the Fund(s) in which you are applying to invest.