Switch Form

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Switch Form

Use this Form to switch between the Platinum Trust Funds (“Funds”). A minimum balance of A$10,000 is required to keep your investment in a Fund / Unit Class open.
(Under the Regular Investment Plan a minimum balance of A$5,000 is required to keep your investment in a Fund / Unit Class 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 / Unit Class(es) may also give rise to tax consequences and it is recommended that you check the tax implications with your tax adviser before switching.