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PDF Fund Forms

PDF FORMS

Platinum Trust Funds

Make an initial investment (new account)
Make an additional investment (existing account)
Update my details
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
Transfer an investment
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

PDF FORMS

Platinum Global Transition Fund (Quoted Managed Hedge Fund) (ASX: PGTX)

These forms are for investors who hold their units with Platinum on the issuer-sponsored sub-register i.e., investors who are Securityholder Reference Number (SRN) holders.

Update my details
Make an initial investment (new account)
Make an additional investment (existing account)
Withdraw an investment
Transfer an investment
Set up, amend or cancel a regular investment plan (AU only)
Authorise someone to access my account (individual representative)
Authorise someone to access my account (corporate representative)

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
Withdraw an investment
Transfer an investment
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
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)