Withdrawal Form

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Withdrawal Form

Use this Form to make a request to withdraw (all or part of) your investment in the Platinum Trust Funds (“Funds”). The minimum withdrawal amount is A$10,000 (per Fund) or the entire investment balance in the Fund if the withdrawal would cause your investment in the Fund to fall below the minimum balance of A$20,000. (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 withdraw (all or part of) your investment you should consider the Funds’ Product Disclosure Statement, as well as the tax consequences that may arise. It is recommended that you check the tax implications with your tax adviser before making a withdrawal.