Switch Form

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Switch Form

Use this Form to switch between the Platinum Trust Funds (“Funds”). A minimum balance of A$20,000 is required to keep your investment in a Fund open.
(Under the Regular Investment Plan a minimum balance of A$5,000 is required to keep your investment in a Fund open)

Prior to making a decision to switch (and/or invest in a new Fund), you should consider the Funds’ Product Disclosure Statement and the specific characteristics and risks of the Fund you are switching to (applying to invest in). Switching between Funds may also give rise to tax consequences and it is recommended that you check the tax implications with your tax adviser before switching.