PDF FORMS
Platinum Trust Funds
Make an initial investment (new account)
Make an additional investment (existing account)
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.
Set up, amend or cancel a regular investment plan (AU only)
Set up, amend or cancel a regular investment plan (NZ only)
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.
Withdraw an investment
Authorise someone to access my account (individual representative)
Authorise someone to access my account (corporate representative)
Register for secure online access
Change my distribution election
Fill in this form to change your distribution election.
PDF FORMS
Platinum Global Fund
These forms are for investors who applied by direct investment to Platinum.
Make an initial investment (new account)
Make an additional investment (existing account)
Set up, amend or cancel a regular investment plan (AU only)
Set up, amend or cancel a regular investment plan (NZ only)
Update my details
Use this form to amend your details; such as your address, contact details, nominated financial adviser, distribution election or nominated financial institution account.
Withdraw an investment
Transfer an investment
Use this Australian Standard Transfer Form to transfer your unit holding in the Platinum Global Fund to another person or entity.
Authorise someone to access my account (individual representative)
Authorise someone to access my account (corporate representative)
Register for secured online access
PDF FORMS
Platinum Global Fund (mFund code: PLM01)
These forms are for Investors who applied to the Platinum Global Fund via the mFund settlement service.
Update my details
Use this form to amend your details; such as your contact details, nominated financial adviser, distribution election or nominated financial institution account.
Register for secured online access
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)
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