Step 1 – Carefully read the current Product Disclosure Statement (PDS)
Download a copy of the current Product Disclosure Statement (PDS).
Alternatively, request a free hard copy be mailed to you.
Step 2 – Complete an application form
You will need to provide certain identification (ID) documents to enable Platinum to comply with the requirements under Australia’s Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) laws. You can do so by either:
- completing the electronic verification as part of the online application process; or
- supplying the required ID documentation in certified copy format. The online Application Form will specify the acceptable forms of ID based on your investor type.
Alternatively...
You may print and complete a hard copy of the Application Form for New Investment attached to the PDS. You will need to duly sign the form and send it to us together with any requisite ID documentation in certified copy format.
Note: If you are completing and signing an application as agent for the applicant (under a power of attorney), you must complete a hard copy of the Application Form for New Investment attached to the PDS.
Step 3 – Transfer your application monies to Platinum
Option 1: By Cheque
Cheques must be drawn in Australian dollars and made payable to 'Platinum Trust'.
Option 2: By EFT or direct deposit
Australia
Payments in A$ must be made to the following Australian bank account:
| Account name: | Platinum Trust |
| Bank: | National Australia Bank |
| SWIFT code: | NATAAU3302S |
| BSB: | 082 057 |
| Account number: | 47598 3952 |
New Zealand
Payments in NZ$ must be made to the following New Zealand bank account:
| Account name: | Platinum Trust |
| Bank: | Bank of New Zealand |
| Account number: | 02 0500 0741112 001 |
Please ensure that you:
- ask your financial institution to record the applicant/investor's name as a narrative on the EFT instruction (or, if using direct deposit, ask Platinum’s bank to add the applicant/investor's name as a reference against the deposit); and
- notify Platinum of the details of your EFT or direct deposit as soon as possible so that we can identify your money.
Failure to take either of these steps may result in processing delays and additional costs to you.
Option 3: By direct debit
This option is only available for transactions in Australian dollars.
You can authorise Platinum to debit investment amounts directly from your nominated Australian financial institution account if you have completed the relevant section in the Application Form.
For applications made under the direct debit arrangement, we will endeavour to debit your nominated financial institution account on the day your completed application is received and processed by us or your earliest debit date if specified on the Application Form (if this date is later), provided that your application meets our processing requirements.
The entry price that will apply to an investment made under the direct debit arrangement will be based on when we receive your money from your financial institution. For example, a payment initiated on one Business Day should cause your funds to be invested at the entry price calculated on the next Business Day.
Step 4 – Send your completed application to Platinum
Please:
Print, save and send your Application Form together with certified copies of any requisite ID documents to Platinum:
By post:
Platinum Asset Management
GPO Box 2724
Sydney NSW 2001
Australia
By hand-delivery:
Platinum Asset Management
Level 8, 7 Macquarie Place
Sydney NSW 2000
Australia
By fax: +61 2 9254 5590
By email: [email protected]
Please call us to confirm receipt after you send the fax or email.
NOTE: The Platinum Trust Funds can be accessed via certain platforms (wrap accounts or master trusts). If you wish to invest via a platform instead of directly through Platinum by completing this 4-step application, please speak to your financial adviser or contact us for further details.
