How To Invest In The Platinum Trust Funds

How To Invest In The Platinum Trust Funds

Initial Applications - Platinum Trust Funds

Carefully read the current Product Disclosure Statement (PDS)

This is available by downloading as
a PDF document.

Product Disclosure Statement (PDS)

OR

Request a paper copy be mailed to
you by completing our online form or
telephoning or faxing us.

Complete an application

Follow the link below and complete
an application based on your Investor
type.

Invest online now

Print the completed Application Form
and sign as per PDS requirements.

Australia's Anti-Money Laundering and 
Counter-Terrorism Financing 
("AML/CTF") legislation obliges us to
identify prospective Investors. This
can be done by either:

Completing the greenID™ verification as 
part of the online application process
(currently only available to Australian 
Individuals).

OR

Supplying required Identification Document(s) 
(per Investor Type) in an original certified 
format.

Alternatively complete the 
'Application Form for New 
Investment' attached to the 
PDS.

You must complete the relevant
sections (per Investor Type) of the
Application Form.

Sign the Application Form as per PDS 
requirements.

AML/CTF legislation obliges us
to identify prospective Investors.
You must provide the required Identification 
Documents (per Investor Type) in a 
certified copy format.

Please note if you are completing and
signing an application as Agent (under
a Power of Attorney) you must use the 
'Application Form for New Investment'
attached to the PDS.

Finishing the application process

A. Make payment to Platinum

B. Send the completed Application 
     Form and if required AML/CTF
     Identification Document(s) to 
     Platinum

....................................................................

A. Make payment to Platinum

By Cheque - Drawn in A$ only, and
made payable to 'Platinum Trust'.

By EFT or direct deposit - In A$ paid
to the Funds' Australian bank account,
or NZ$ paid to the Funds' New Zealand
bank account. Details:

Australia
Acct name:         Platinum Trust
Bank:                   National Australia Bank Limited
SWIFT:                NATAAU3302S
BSB:                    082  057
Acct No':              47598 3952


New Zealand
Acct name:         Platinum Trust
Bank:                   Bank of New Zealand
Acct No':              02 0500 0741112 001

Ask your financial institution to record 
the Investor's name as a narrative on
the EFT instruction (or if direct deposit,
ask the Funds' bank to add the
Investor's name as a reference against
the deposit).

Notify Investor Services of the details
of your EFT or direct deposit as soon
as possible so that we can proceed to
identify your money (and if deposited
to the New Zealand bank account, so
that we can instruct to transfer your
money to the Funds' Australian bank 
account).

B. Send the completed Application
Form and if required AML/CTF
Identification Document(s) to Platinum

In certain circumstances when
Certified Identification Documents
are not required (i.e. Verified Online
or No Documents required) you may
fax or email the Application Form for
New Investment. Otherwise you will
need to mail or deliver the original
completed Application Form, together
with the Identification Documents to
Platinum.

By Mail:               Platinum Asset
                             Management
                             GPO Box 2724
                             Sydney NSW 2001
                             Australia

By Fax:                61 2 9254 5590
                             (Only if no Identification
                             Documents required)

By Email:            invest@platinum.com.au
                             (Only if no Identification
                             Documents required)

Note: You Can Also Access The Platinum 
Trust Funds Via Various Platforms (Wraps 
Or Master Trusts).

View a list of available platforms

Additional Applications - Platinum Trust Funds
1. Carefully Read The Current Product Disclosure Statement (PDS)

This is available by downloading as a PDF document:

Product Disclosure Statement (PDS)

OR

Request a paper copy be mailed to you by completing our online form or telephoning or faxing us.

2. Complete An Application

An additional application may be made at any time. There is no minimum additional investment amount. If you are making an additional investment to a Fund in which you are not currently invested, the minimum initial investment amount applies.

To apply:

  • complete an Online Additional Investment Form; OR
  • write to us – please state your investment account number and name, the Fund and amount you wish to invest, and how your monies will be transferred to Platinum; OR
  • complete an 'Additional Investment Form' - available from our website or Investor Services.
3. Make Payment To Platinum

Payment in A$

In addition to any of the payment methods in the 'Initial Applications' section above, BPAY® may also be used to add to your existing investment. Contact your financial institution to effect payment from a cheque or savings account.

You need to quote the Platinum Biller Code: 252643 and your Platinum BPAY® Reference Number (refer to your last transaction confirmation or statement). Your Platinum BPAY® Reference Number is required so that we can identify your application monies.

BPAY® instructions submitted prior to 5:00pm AEST on a Business Day should meet the 3:00pm AEST cut-off on the next Business Day, provided that you give us notice of your BPAY® deposit before that time.

® Registered to BPAY Pty Ltd - ABN 69 079 137 518

Payment in NZ$

Refer to the 'Initial Applications' section above.

BPAY is not available for New Zealand payments.

4. Send Your Written Request Or 'Additional Investment Form' To Platinum
By Mail
Platinum Asset Management
GPO Box 2724
Sydney NSW 2001
Australia

By Fax
+61 2 9254 5590 (we ask that you phone us to verify receipt)

By Email 
invest@platinum.com.au (we ask that you phone us to verify receipt)

If you have chosen to complete the online Additional Investment Form you may simply select 'submit'. Your Application Form will be electronically sent to Platinum.

5. Notify Platinum If You Paid By EFT, Direct Deposit Or BPAY Or Faxed / Emailed Your 'Additional Investment Form'

If you paid by EFT, direct deposit or BPAY®, you must notify the details to Investor Services (either in writing or by phone). 

It is also important to ensure your investor name is recorded as a narrative on the payment – otherwise your monies cannot be identified. Failure to do either of these things may cause processing delays and additional costs to you – refer to 'Processing of your Application for Investment' in the PDS. 

If you faxed or emailed your 'Additional Investment Form' or written notification to Platinum, you must phone Investor Services to confirm that Platinum has received it – refer to 'Facsimile and email - terms and conditions' - page 45 in the PDS.

Phone Investor Services

1300 726 700 (Australia only) or

0800 700 726 (New Zealand only) or

+ 61 2 9255 7500.
 


Platinum suggests that investors consult a financial adviser and a taxation adviser prior to making any investment decision.

Regular Investment Plan - Platinum Trust Funds
1. Read The Current Product Disclosure Statement (PDS)

This is available by downloading as a PDF document:

Product Disclosure Statement (PDS)

OR

Request a paper copy be mailed to you by completing our online form or telephoning or faxing us

2. Written Request

The Regular Investment Plan enables you to regularly add to your existing investments monthly or quarterly. The minimum initial investment under the Regular Investment Plan is A$5,000 or NZ$5,000, with a minimum investment of A$200 or NZ$200 per Fund per month or quarter.

Your specified amount will be deducted from your participating financial institution account on the 19th of each month (or on the 19th of a particular month for a quarterly plan). Where the 19th falls on a non-Business Day, money will be debited from your account on the next Business Day.

To initiate this service:

Australian financial institutions

New Zealand financial institutions

How To Invest In The ASX 'mFund' - Platinum Global Fund

Initial Applications - ASX 'mFund' Platinum Global Fund



This is available by downloading as
a PDF document.

Product Disclosure Statement (PDS)
&
Additional Information Booklet (AIB)

OR

Request a paper copy be mailed to
you by completing our online form or
telephoning or faxing us.



By mFund (mFund code PLM01)

Platinum is a Foundation Member of
the mFund Settlement Service (“mFund”)
operated by the ASX.

Investors can apply for units through
mFund by placing a buy order for units
and your application money with your
licensed broker or financial adviser who
uses a stockbroking service on your
behalf.

The minimum initial investment in the 
Fund is A$10,000.

By direct investment

Investors can invest directly by
completing the Application Form 
included at the back of the PDS.
Section 1 of the Application Form
details, by Investor type, the sections
that are required to be completed.
Once completed, sign the Application 
Form and send* to Platinum.

The minimum initial investment in the
Fund is A$10,000 or NZ$12,500.

* In circumstances where certified
identification documentation is not
required, you may fax or email a 
completed Application Form.
Otherwise, you will need to mail or
ensure delivery of the original
completed Application Form, together
with the identification documentation
to Platinum.



A. Make payment to Platinum

B. Send the completed Application 
     Form and if required AML/CTF
     Identification Document(s) to 
     Platinum

....................................................................

A. Make payment to Platinum

By mFund

Payment will be made through the
CHESS daily batch settlement process.
To fund this payment you will need to
provide your application money to your
licensed broker or your financial adviser
who uses a stockbroking service on your 
behalf.

By Direct Investment

Cheque - Drawn in A$ only, and
made payable to 'Platinum Global Fund'.

EFT or direct deposit - In A$ paid
to the Funds' Australian bank account,
or NZ$ paid to the Funds' New Zealand
bank account. Details:

Australia
Acct name:         Platinum Global Fund
Bank:                  National Australia Bank Ltd
SWIFT:               NATAAU3302S
BSB:                   082  057
Acct No':             84112 5828


New Zealand
Acct name:         Platinum Global Fund
Bank:                   Bank of New Zealand
Acct No':              02 0500 0741112 004

Ask your financial institution to record 
the Investor's name as a narrative on
the EFT instruction (or if direct deposit,
ask the Funds' bank to add the
Investor's name as a reference against
the deposit).

Notify Investor Services of the details
of your EFT or direct deposit as soon
as possible so that we can proceed to
identify your money (and if deposited
to the New Zealand bank account, so
that we can instruct to transfer your
money to the Funds' Australian bank 
account).

B. Send the completed Application
Form and if required AML/CTF
Identification Document(s) to Platinum

mFund Applications

No application form is required.
See 2. Complete an application

Direct Applications

In certain circumstances when
Certified Identification Documents
are not required you may fax or
email the Application Form for New
Investment. Otherwise you will
need to mail or deliver the original
completed Application Form, together
with the Identification Documents to
Platinum.

By Mail:              Platinum Asset
                             Management
                            GPO Box 2724
                             Sydney NSW 2001
                             Australia

By Fax:                61 2 9254 5590
                             (Only if no Identification
                             Documents required)

By Email:            invest@platinum.com.au
                             (Only if no Identification
                             Documents required)

Additional Applications - ASX 'mFund' Platinum Global Fund
1. Carefully Read The Current Product Disclosure Statement (PDS)

This is available by downloading as a PDF document:

Product Disclosure Statement (PDS) & Additional Information Booklet (AIB)

OR

Request a paper copy be mailed to you by completing our online form or telephoning or faxing us.

2. Complete An Application

An additional application may be made at any time. There is a minimum additional investment amount of $1,000.

To apply:

  • make an investment through mFund;
  • write to us – please state your investment account number and name, the Fund and amount you wish to invest, and how your monies will be transferred to Platinum; OR
  • complete an ASX 'mFund' - Additional Investment Form - available from our website or Investor Services.
3. Make Payment To Platinum

Payment in A$

In addition to any of the payment methods in the 'Initial Applications - Platinum Global Fund' section above, BPAY® may also be used to add to your existing investment. Contact your financial institution to effect payment from a cheque or savings account.

You need to quote the Platinum Biller Code: 42168 and your Platinum BPAY® Reference Number (refer to your last transaction confirmation or statement). Your Platinum BPAY® Reference Number is required so that we can identify your application monies.

BPAY® instructions submitted prior to 5:00pm AEST on a Business Day should meet the 3:00pm AEST cut-off on the next Business Day, provided that you give us notice of your BPAY® deposit before that time.

® Registered to BPAY Pty Ltd - ABN 69 079 137 518

Payment in NZ$

Refer to the 'Initial Applications' section above.

BPAY is not available for New Zealand payments.

4. Send Your Written Request Or 'Additional Investment Form' To Platinum
By Mail
Platinum Asset Management
GPO Box 2724
Sydney NSW 2001
Australia

By Fax
+61 2 9254 5590 (we ask that you phone us to verify receipt)

By Email 
invest@platinum.com.au (we ask that you phone us to verify receipt)

5. Notify Platinum If You Paid By EFT, Direct Deposit Or BPAY Or Faxed / Emailed Your 'Additional Investment Form'

If you paid by EFT, direct deposit or BPAY®, you must notify the details to Investor Services (either in writing or by phone). 

It is also important to ensure your investor name is recorded as a narrative on the payment – otherwise your monies cannot be identified. Failure to do either of these things may cause processing delays and additional costs to you – refer to page 2 of the Additional Information Booklet. 

If you faxed or emailed your 'Additional Investment Form' or written notification to Platinum, you must phone Investor Services to confirm that Platinum has received it – refer to 'Facsimile and email - terms and conditions' - on page 6 of the Additional Information Booklet.

Phone Investor Services

1300 726 700 (Australia only) or

0800 700 726 (New Zealand only) or

+ 61 2 9255 7500.
 


Platinum suggests that investors consult a financial adviser and a taxation adviser prior to making any investment decision.

Regular Investment Plan - ASX 'mFund' Platinum Global Fund
1. Read The Current Product Disclosure Statement (PDS)

This is available by downloading as a PDF document:

Product Disclosure Statement (PDS) & Additional Information Booklet (AIB)

OR

Request a paper copy be mailed to you by completing our online form or telephoning or faxing us

2. Written Request

The Regular Investment Plan enables you to regularly add to your existing investments monthly or quarterly. The minimum initial investment under the Regular Investment Plan is A$10,000, with a minimum investment of A$200 per month or quarter.

Your specified amount will be deducted from your participating financial institution account on the 19th of each month (or on the 19th of a particular month for a quarterly plan). Where the 19th falls on a non-Business Day, money will be debited from your account on the next Business Day.

To initiate this service:

Australian financial institutions

New Zealand financial institutions