Skip to main content
Your browser is not up to date. We encourage you to change or update your browser to ensure the best possible experience on our site.

APPLICATIONS & FORMS

Manage your Investment

This page provides a repository of information on how to manage your investment with Platinum, including how to check details of your holdings through secure online access, how to top up your investments or make other transactions, and how to make changes to your account.

Please select from the relevant product list below.

Platinum’s target market determinations are available at the following link.

Our Active ETFs:

Platinum International Fund Active ETF (ASX code: PIXX)
Platinum Asia Fund Complex ETF (ASX code: PAXX)

How do I make an investment in the Fund?
Investors can invest in the Fund by buying Units on the ASX (ASX codes: PIXX and PAXX) via their broker.

An application form is not required to be completed by Investors and they will settle the purchase of their Units in the same way they would settle purchases of listed securities via the ASX CHESS settlement service.

How do I sell my investment?
Investors can sell Units on the ASX via their broker. You must hold your Units on the CHESS sub-register (so that you have a HIN). A withdrawal request is not required to sell Units on the ASX and Investors will receive the proceeds from the sale of their Units in the same way they would receive proceeds from the sale of listed securities via the ASX CHESS settlement service.

Changing your details - To amend your details you can either inform your broker, or you can contact the Registry directly.

Account details that can be instructed via your broker are:

  • postal address;
  • change of name;
  • correspondence method;
  • email address; and
  • bank account.

Account details that can be instructed via the Registry are:

  • correspondence method;
  • email address;
  • bank account; and
  • distribution election.

To amend your details via the Registry and access information about your investment in the Fund, log onto the Registry’s website at https://www.mpms.mufg.com.

Information available on the website includes:

  • your holdings balance;
  • your transaction history;
  • payments and tax information; and
  • communications details.
Register for secure online access
Update my details
Use this form to amend your details; such as your address, contact details, nominated financial adviser or administrator, distribution election or nominated financial institution account.
Make an initial investment (new account)
Make an additional investment (existing account)
Withdraw an investment
Switch an investment
Use this form to switch your investment in one Platinum Trust Fund to another, or to switch from one Unit Class to another.
Transfer an investment
Use this Australian Standard Transfer Form to transfer your unit holdings in the Platinum Trust Funds to another person or entity.
Set up, amend or cancel a regular investment plan (AU only)
Set up, amend or cancel a regular investment plan (NZ only)
Authorise someone to access my account (individual representative)
Authorise someone to access my account (corporate representative)

If you do not wish to fill in an online form, access forms in PDF format here.