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

Platinum Trust Funds

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).

Online

PDF

Platinum Trust Funds

Set up, amend or cancel a regular investment plan

Use this form to if you wish to set up, amend or cancel a regular investment plan with monthly or quarterly contributions debited from an Australian bank account.

Online

PDF

Platinum Trust Funds

Set up, amend or cancel a direct debit for a regular investment plan (NZ only)

Use this form if you wish to set up, amend or cancel a direct debit for a regular investment plan with monthly or quarterly contributions debited from a New Zealand bank account. (NZ only)

Online

PDF

Platinum Trust Funds

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.

Online

PDF

Platinum Trust Funds

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.

Online

PDF

Platinum Trust Funds

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.

PDF

Platinum Trust Funds

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).

Online

PDF

Platinum Trust Funds

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.

Online

PDF

Platinum Trust Funds

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.

Online

PDF

Platinum Trust Funds

Register for secured online access

Fill in this form to register for secure online access to your Platinum investment account.

Online

PDF

Platinum Trust Funds

Change my distribution election

Fill in this form to change your distribution election.

Online

PDF

Platinum Global Fund – invested via Platinum

Make an initial investment (new account)

Fill in the Application Form (attached to the back of the PDS) to make an initial investment in the Platinum Global Fund.

PDF

Platinum Global Fund – invested via Platinum

Make an additional investment

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.

PDF

Platinum Global Fund – invested via Platinum

Set up a regular investment plan

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.

PDF

Platinum Global Fund – invested via Platinum

Set up direct debit for regular investment plan (NZ only)

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.

PDF

Platinum Global Fund – invested via Platinum

Update my details

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.

PDF

Platinum Global Fund – invested via Platinum

Withdraw or redeem my investment

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).

PDF

Platinum Global Fund – invested via Platinum

Authorise someone to access my account (individual representative)

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.

PDF

Platinum Global Fund – invested via Platinum

Authorise someone to access my account (corporate representative)

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 corporation the authority to access and operate your Platinum account.

PDF

Platinum Global Fund – invested via Platinum

Register for secured online access

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.

PDF

Platinum Global Fund – invested via broker

Update my details

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.

PDF

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.

PDF

Platinum Global Fund – invested via broker

Set up a regular investment plan

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.

PDF

Platinum Global Fund – invested via broker

Set up direct debit for regular investment plan (NZ only)

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.

PDF

Platinum Global Fund – invested via broker

Authorise someone to access my account (individual representative)

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.

PDF

Platinum Global Fund – invested via broker

Authorise someone to access my account (corporate representative)

Use this form if you have invested in the Platinum Global Fund through a broker (including online broking platforms) and wish to give a corporation the authority to access and operate your Platinum account.

PDF