Manage Your Platinum Trust Investments

Manage Your Platinum Trust Investments

Transacting On Your Investment Account
Additional Applications

Please see 'Additional Applications' under How To Invest.

Switching

You may request to switch (all or part of) your investment between Funds at any time.  A minimum balance of A$20,000 is required to keep your investment in a Fund open. Under the Regular Investment Plan, a minimum balance of A$10,000 is required to keep your investment in Fund open.

To request a switch:

  • write to us – please state your investment account number and name, and the Funds (to and from) and the amount(s) you wish to switch; OR
  • complete a ‘Switch Form’ – available from our website or Investor Services. 

The instruction (or ‘Switch Form’) must be signed by an authorised signatory (or signatories where more than one is required) to the account.

You may fax or email your signed instruction to us, although we ask that you phone us to verify receipt.

A switch is processed by us as a withdrawal and an additional investment.  The Funds’ buy-sell spread does apply.

Switching between Funds may give rise to tax consequences and it is recommended that you check the tax implications with your tax adviser before switching.

Transfers

Investors may not transfer (or agree to transfer) any units in a Fund to another person (entity) without Platinum’s prior consent. 

To apply, send to us a completed ‘Standard Transfer Form’ available from Platinum’s website or Investor Services.   

Please ensure that you advise us of the transferee’s investment account number and name (or if the transferee is not a current Investor, provide us with an original ‘Application Form for New Investment’ signed by the transferee).

A transfer is processed by us at the NAV unit price, which means no buy-sell spread is applied.    

Transferring units may give rise to tax consequences and it is recommended that you check the tax implications with your tax adviser before transferring.

Withdrawals

You may request a withdrawal of (all or part of) your investment at any time.  The minimum withdrawal amount is A$10,000 per Fund or the entire investment balance in the Fund if the withdrawal would cause your investment in the Fund to fall below A$20,000. Under the Regular Investment Plan, a minimum balance of A$10,000 is required to keep your investment in a Fund open.

To request a withdrawal:

  • write to us – please state your investment account number and name, the Fund and the A$ amount you wish to withdraw, and how the proceeds are to be paid to you; OR
  • complete a ‘Withdrawal Form’ – available from our website or Investor Services. 

The instruction (or ‘Withdrawal Form’) must be signed by an authorised signatory (or signatories where more than one is required) to the account.

If you are asking us to pay proceeds to a new ‘financial institution account’ (i.e. not one previously elected for your investment account), you must post (or deliver) the original signed instruction (or ‘Withdrawal Form’) to Platinum. 

If proceeds are to be paid by cheque or to your previously nominated financial institution account, you may fax or email the signed instruction (or ‘Withdrawal Form’) to us, although we ask that you phone us to verify receipt. 

Your withdrawal request must be received (and accepted by us)* prior to 3:00pm AEST on a Business Day to be processed with the ‘exit price’ calculated on the next Business Day.  Withdrawal requests received (and accepted)* after 3:00pm AEST on a Business Day (but before the next processing cut-off time) will generally be processed using the ‘exit price’ of the Business Day after the next Business Day.

Withdrawal proceeds can be paid:

  • by cheque, made payable to the Investor, in Australian dollars (or New Zealand dollars#); OR
  • EFT to the Investor’s nominated Australian or New Zealand# ‘financial institution account’.

The proceeds of your withdrawal are normally available within 10 Business Days of receipt of your request (or ‘Withdrawal Form’), given normal operating conditions.  

* To be accepted your withdrawal request must contain sufficient information to enable our processing, and be appropriately signed.  The Fund must also be liquid – refer to ‘Disclosure Principle 9: Withdrawals’ on page 13 of the PDS.  Platinum will not be responsible for any postal or service delivery delay or failure. 

# The conversion of your Australian investment to New Zealand dollars will be processed by the Funds’ bank, State Street Trust and Bank, at the exchange rate it determines (at the processing time) to be market rate.

Distributions

The Funds may earn income (such as dividends and interest) and may also realise capital gains or losses on the sale of investments.  Income and net realised capital gains will be distributed to Investors annually as at 30 June.

The components of the distribution will vary from Fund to Fund and from year to year (refer to your annual distribution and tax statement).  There may also be times when no distribution is payable. 

Distributions are calculated in cents per unit on the number of units held as at the end of the distribution date (i.e. your distribution entitlement from a Fund is not pro-rated for the duration of your investment in a Fund during the tax year).  Investors should receive their entitlement (if payable) within 15 Business Days after the distribution date. 

You can elect to have your distribution entitlement:

  • Reinvested in additional units in the same Fund(s); OR
  • Paid to your nominated financial institution account’.*

If no election is made, your distribution entitlement will be automatically reinvested.  No buy costs apply to reinvestment.

If your financial institution rejects payment, your monies will be processed by us as an additional investment to the applicable Fund(s).#

To change your election:

  • write to us –  stating your investment account number and name, and your election (i.e. reinvestment or payment); OR

The instruction (or ‘Change of Details Form’) must be signed by an authorised signatory (or signatories where more than one is required) to the account.

You may fax or email your signed instruction (or ‘Change of Details Form’) to us, although we ask that you phone us to verify receipt.  We require your original signed instruction if you are advising us of a new ‘financial institution account’. 

For a change to be reflected in the next distribution, your instruction (or Form) must be received by us no later than five Business Days before 30 June. 

As the Funds are forward priced, the last day that a transaction can be received for processing (so as to be included for the 30 June distribution) is the Business Day prior to 30 June.  Note that the processing cut-off time on that day is 3:00pm AEST. Where 30 June falls on a non-Business Day, this cut off will be two (2) Business Days prior to 30 June.

* For payments to a New Zealand financial institution account, your Australian distribution entitlement will be converted to New Zealand dollars prior to payment.  This will be processed by the Funds’ bank, State Street Trust and Bank, at the exchange rate it determines (at the processing time) to be market rate.

# The ‘entry price’ applied will depend on the day we process your reinvestment, which should be no later than 20 Business Days after 30 June.  If the rejection is from a New Zealand financial institution, then an exchange rate (to convert your NZ$ distribution amount back to A$) will be applied prior to reinvestment.

Your Financial Institution Account

You can elect to have your withdrawal proceeds and distribution entitlements paid to an Australian resident or New Zealand resident bank, building society or credit union account

The account nominated by you must be in the name of the Investor, as it is our policy not to make third party payments. 

Changing Your Details

To amend your details (such as your address, contact details, nominated financial adviser or administrator, and nominated financial institution account):

The instruction (or ‘Change of Details Form’) must be signed by an authorised signatory (or signatories where more than one is required) to the account.

You may fax or email your signed instruction (or ‘Change of Details Form’) to us although we ask that you phone us to verify receipt – refer to ‘Facsimile and email - terms and conditions’ on page 45 of the current PDS.  We require your original signed instruction (or ‘Change of Details Form’) if you are advising us of a new financial institution account.

One investment account number is issued covering all your investments in the Funds.  Therefore, a change to your account details will apply to all Funds invested.

Who Else Can Operate Your Investment Account?

If you wish to appoint a person (or entity) as your authorised representative (agent or attorney):

  • provide us with a valid Power of Attorney document.  We also require the attorney to validate their authority by providing a Non-Revocation Statement (for subsequent instructions).*

Please be careful in making such an appointment.  Your authorised representative (agent or attorney) will be empowered to act on your behalf in all matters relating to your investment in the Funds (including making a request to withdraw or transfer part or all of your investment and change your account details). 

An Investor who appoints an authorised representative (agent or attorney) will be bound by the ‘Appointment of an authorised representative (agent or attorney) - terms and conditions’ outlined on page 45 of the current Product Disclosure Statement (PDS).    

* ‘Non-Revocation Statement’ - a signed letter (from the attorney) that states: “I [name] of [address] (the Attorney) am acting under a power of attorney granted to me by [name of Investor] (the Investor) and have no knowledge of revocation or suspension of that power by the Investor or the death or mental incapacity of the Investor.’

Forms - Platinum International Fund, Platinum Asia Fund, Platinum Int'l Brands Fund etc

These forms relate to the Platinum Trust Funds. 

This website and these forms are intended for Australian and New Zealand residents.

Online Forms - Complete Online, Print & Sign
Standard Forms - Print, Complete & Sign
Initial Investment Form - New Account Initial Investment Form - New Account (At the back of the current Product Disclosure Statement)
Additional Investment Form Additional Investment Form
Regular Investment Plan Form (Australian financial institutions) Regular Investment Plan Form (Australian financial institutions)
New Zealand Specific Direct Debit Authority Form New Zealand Specific Direct Debit Authority Form
Change of Details Form Change of Details Form
Switch Form Switch Form
Withdrawal Form Withdrawal Form
Operating Authority Form (individual representative) Operating Authority Form (individual representative)
Operating Authority Form (corporate representative) Operating Authority Form (corporate representative)
FATCA Self-certification FATCA Self-certification
  Australian Standard Transfer Form (instructions for completion)

    Request a hardcopy of our Product Disclosure Statement by post.

    Information about your investment
    Platinum’s Website

    General and updated information about the Funds is available in 'Our Funds'.  Click here.

    This includes Fund unit prices, performance, and distribution history, and ‘Monthly Updates’ (detailing Fund size, exposures and top holdings), the current PDS (and any supplementary material) and the Funds’ Annual Financial Reports.

    We also post interesting articles and topical updates from the Investment team in 'The Journal'.  Click here.

    Online Access To Your Investment Account

    You can access information about your investment in the Funds by logging onto the Secure Client Website

    Information available on the site includes:

    • Your account balance (in each Fund).
    • Your transaction history.
    • Statements and performance.
    • Distribution and tax information.

    In completing the ‘Application Form for New Investment’, you will automatically receive online access, unless you elect not to by ticking the relevant box (under section 8.6).

    You can also register for access to the secure client website:

    • Through Platinum’s website – select the client log-in button (bottom left hand of the main page) and on the next page click on the ‘Register Here’ button.
    • By emailing/writing your request to register@platinum.com.au.
    • By phoning Investor Services.

    In each case, you will need to provide your investment account name and number, and address.  Once registered, we will post your ID and password separately (for security purposes) to the address recorded on the unit holder register.

    Reporting

    As an Investor you should receive:

    • An investment confirmation, generally within 10 Business Days of an application (initial and additional, but not those made under the Regular Investment Plan) being accepted by us.
    • A confirmation of a withdrawal, switch or transfer of units, generally within 10 Business Days of your request being accepted by us.  
    • A confirmation of any change to your personal details, generally within 10 Business Days of our receipt of your instruction.
    • A holding summary (sent quarterly or annually, as elected by you) detailing all of your transactions for the reporting period.
    • The Quarterly Investment Report, which provides performance, portfolio changes, commentary and outlook for each of the Funds.
    • An annual distribution and tax statement (and tax guide) for each financial year, generally sent by the end of July.
    • (If you elect to receive) an Annual Financial Report (enclosing the Funds’ financial statements) within 2 months of the end of the financial year.
    • An annual fee statement (at least yearly or when you exit a Fund) as prescribed by the Australian Corporations Act 2001.
    Investor Protection

    Australian law requires certain information to be sent to an Investor personally (even if an Investor does not wish to receive it) and does not allow this information to be sent only to an Investor's agent when that agent is acting in certain capacities – such as a financial adviser or financial services licensee.  However, a copy of this information can still be sent to your agent.  The intent behind this legal requirement is to assist in protecting Investors from third party fraud or misrepresentation.

    Continuous Disclosure Documents

    The Funds are disclosing entities and are subject to regular reporting and disclosure obligations.  Copies of documents lodged with ASIC in relation to the Funds may be obtained from, or inspected at, an ASIC office.  We can also provide you with a copy (free of charge) of:

    • The Funds’ Annual Financial Report (including financial statements) most recently lodged with ASIC.
    • Any Half-Yearly Financial Report lodged with ASIC in respect of the Funds.
    • Any continuous disclosure notices given for the Funds after the lodgement of the Annual Financial Report.

    Continuous disclosure notices (if any) and Annual Financial Reports are also available from Platinum’s website.

    Retaining A Copy Of The PDS

    You should keep a copy of the current PDS (including any supplementary PDS) and any other supplementary material updating the PDS for future reference.  These documents will assist you in relation to making additional investments, switching and withdrawing. 

    Updated Information

    While the terms and features of the Funds relating to this PDS were current at the issue date of this PDS, they may change in the future.  We reserve the right to change the terms and features of the Funds in accordance with the Constitutions of the Funds and other relevant law.

    Updated information which is not materially adverse is accessible from our website or Investor Services.  A paper copy of the updated information will be available free of charge upon request.  Updated information which is materially adverse will be included in a supplementary PDS.

    Taxation information


    The following information summarises some of the taxation issues you should consider before making an investment.  The information should be used as a guide only and does not constitute professional tax advice as individual circumstances may differ.  The taxation of a unit trust investment such as the Funds can be complex and may change over time.  The comments below are current as at the date of preparation of this PDS.  Please consult your tax adviser about the specific implications relevant to your situation.

    Tax Position Of The Funds

    General

    The Funds are Australian resident trust estates for Australian tax purposes.

    Although the Funds have a wide range of authorised investments, Platinum will only engage in ‘eligible investment business’ as described in section 102M of the Australian Income Tax Assessment Act 1936, as amended.  On this basis, each Fund will not be a ‘public trading trust’, and so will not be taxed as a company and its distributions should not be taxed as dividends.

    Generally, no Australian income tax will be payable by the Funds as it is our intention that the taxable net income of each Fund will be distributed in full to its Investors at the end of each year of income.

    Foreign investments held by a Fund may be interests in a foreign investment fund (“FIF”) for the purposes of the income tax law.  This may result in taxable income arising to a Fund in relation to certain FIFs before the gains are realised.  However, Platinum will endeavour to manage the Funds’ investments so that the FIF provisions do not apply to the Funds.

    Tax Position Of Australian Resident Investors

    General

    The taxable net income earned by the Funds and distributed to you or reinvested should be included in your tax return in the year you became presently entitled to the taxable net income. 

    Given the investment objectives of the Funds, it is anticipated that the majority of the Funds’ income will be non-Australian sourced.  You may be entitled to a foreign income tax offset for foreign tax already paid by the Funds.  The foreign income to which the foreign tax relates should be included in your tax return as foreign income.

    Distributions

    Investors in the Funds will be provided with an annual distribution and taxation statement (generally in July each year) indicating the components of their distribution, any taxes withheld or investment performance fees deducted.

    Distributions to Investors in the Performance Fee Option will be net of any investment performance fee payable.  This fee will generally be a tax-deductible expense for an Australian resident Investor.

    Withdrawals and disposal of units

    If you withdraw, switch or transfer units in the Funds, this may constitute a disposal for tax purposes. 

    Investors must include any realised capital gain or loss on disposal of their units (together with any capital gain distributed by the Funds) in the calculation of their net capital gain or loss.   A net capital gain will be included in assessable income.   A net capital loss may only be offset against capital gains.  If investors do not have any capital gains, the capital loss may be carried forward for offset against capital gains of subsequent years, but may not be offset against ordinary income.

    In calculating the taxable amount of a capital gain, a discount of one half for individuals and trusts or one third for complying superannuation entities may be allowed where the units have been held for 12 months or more.

    Where units are held as part of a business of investing or for the purpose of profit making by sale, gains realised may constitute ordinary income and losses realised may constitute allowable deductions.

    Tax Position Of Non-Resident Investors

    Appropriate deductions of Australian tax will be made from distributions of Australian sourced income and certain gains to non-resident Investors.  Non-resident Investors may also be subject to tax on distributions in their countries of residence (for tax purposes) and may be entitled to foreign tax credits.

    It is expected that non-residents should generally not be subject to Australian CGT on the disposal of units in the Funds.

    Broadly, a non-resident Investor in a Fund will be subject to CGT on the disposal of units if they, together with any associates, hold or had an option or right to hold 10% or more of the units in the Fund at the time of disposal or throughout a period of 12 months during the two years prior to disposal, and the majority of the Fund’s assets comprises taxable Australian real property.  It is not expected that any of the Funds will hold taxable Australian real property.

    A non-resident may also be subject to CGT where the units in the Fund have been held as part of the carrying on of a business through a permanent establishment in Australia.

    However, if the non-resident Investor holds their units as part of a business of investing or for the purpose of profit making by sale, gains may be subject to Australian tax as ordinary income, subject to any treaty relief.

    We recommend that non-resident Investors consult their tax adviser.

    New Zealand Investors

    With effect from 1 April 2007, there have been significant changes to the taxation of investment income in New Zealand.  New Zealand Investors in the Funds (and non-New Zealand funds and equities, with the exception of “certain Australian listed equities”), who hold less than 10% of the units in a Fund, will be deemed to hold an interest in a FIF unless the Funds fall within the very limited FIF exemption for certain Australian unit trusts.  This exemption will not apply to these Funds.

    As no exemption is available, the New Zealand Investor will need to calculate their FIF income each year under one of the following six methods: accounting method; branch equivalent method; comparative value method; fair dividend rate method; or cost method.

    The default method is the 5% Fair Dividend Rate (“FDR”).  Under this method, most investors are taxable each year on 5% of the opening market value of their investment in the Funds.  Special calculation rules apply to unit trusts or similar type investors.

    Under the FDR method, no tax is payable on any excess above 5% including actual dividends or any gain on disposal.  Individuals and family trusts have a “safety net” option which allows the investors to be taxed on the actual return if it is between 0-5%.  No deduction is available for any losses.

    Quick sale rules apply to units bought and sold during the income year (including a switch between the Funds) which result in the investor being taxable on the lesser of any gain achieved on the quick sale and 5% of the cost of the shares (determined on an average cost basis).

    A de minimis concession applies to individual investors who hold offshore (excluding relevant Australian listed equities) equity investments with an aggregate cost of up to NZ$50,000.  Investors below the threshold will be taxable on dividends only (unless they are revenue account Investors).

    Upon entry into this regime, New Zealand investors are deemed to have disposed of their current portfolio investments at their current market value.  The accompanying tax liability for revenue account investors will be payable over a three year period.

    Closely Held Trusts 

    Where a Fund’s top 20 Investors’ own 75% or more of the Fund’s issued units, it will be deemed a “closely held trust”.  If this occurs, Platinum will be obligated to provide to the ATO details of each Investor who is a trustee of another trust (where that Investor is acting in its capacity as a trustee of another trust).  Failure to disclose such information to the ATO will result in the untaxed part of the relevant Investor’s share of the Fund’s net income (to which they are entitled) being taxed at the highest marginal tax rate, plus Medicare levy.

    One or more of the Funds may, at times, be a “closely held trust”.  Prospective Investors will therefore be required to indicate on the Application Form whether or not they are acting as trustee of another trust and (if so) provide details of the ultimate beneficiaries.

    The Funds’ Constitutions permit Platinum to recover any tax levied, or which may be levied, by the ATO in respect of your investment.

    Goods And Services Tax (“GST”)

    GST should not be payable on your investment in the Funds.

    GST will apply to the fees and costs charged to the Funds.  However, in respect of some of these fees, the Funds will usually be entitled to reduced input tax credits (currently equal to 75% of the GST paid).  The costs and fees payable in relation to your investment in a Fund as stated in this PDS are inclusive of GST.

    GST will not be applicable to the buy-sell spread payable in relation to the Funds.

    Manage Your ASX 'mFund' - Platinum Global Fund Investment

    Transacting On Your Platinum Global Fund Investment Account
    Additional Applications

    Please see 'Additional Applications' under 'How To Invest In The Platinum Global Fund'.

    Withdrawals

    You can withdraw your investment in the Fund through mFund by lodging a request to withdraw units in the Fund with your licensed broker or financial adviser who uses a stockbroking service on your behalf.

    Alternatively, if you have made a direct investment, you may request a withdrawal of all or part of your investment at any time directly from Platinum. To request a withdrawal:

    • write to us – please state the name of the Fund, your investment account number and name, the amount you wish to withdraw, and how the proceeds are to be paid to you; OR
    • complete a 'Withdrawal Form' (available from our website or investor services).

    An authorised signatory or all authorised signatories on the account must sign an instruction or Withdrawal Form.

    The minimum withdrawal amount is A$10,000 or the entire investment balance in the Fund where the withdrawal would cause your investment in the Fund to fall below A$10,000.

    Please refer to ‘Withdrawals’ on page 3 of the Additional Information Booklet for more details.

    If you are asking us to pay proceeds to a new ‘financial institution account’ (i.e. not one previously elected for your investment account), you must post (or deliver) the original signed instruction (or ‘Withdrawal Form’) to Platinum. 

    If proceeds are to be paid by cheque or to your previously nominated financial institution account, you may fax or email the signed instruction (or ‘Withdrawal Form’) to us, although we ask that you phone us to verify receipt. 

    Your withdrawal request must be received (and accepted by us)* prior to 3:00pm AEST on a Business Day to be processed with the ‘exit price’ calculated on the next Business Day.  Withdrawal requests received (and accepted)* after 3:00pm AEST on a Business Day (but before the next processing cut-off time) will generally be processed using the ‘exit price’ of the Business Day after the next Business Day.

    Withdrawal proceeds can be paid:

    • by cheque, made payable to the Investor, in Australian dollars (or New Zealand dollars#); OR
    • EFT to the Investor’s nominated Australian or New Zealand# ‘financial institution account’.

    The proceeds of your withdrawal are normally available within 10 Business Days of receipt of your request (or ‘Withdrawal Form’), given normal operating conditions.  

    * To be accepted your withdrawal request must contain sufficient information to enable our processing, and be appropriately signed.  The Fund must also be liquid – refer to ‘Disclosure Principle 9: Withdrawals’ on page 13 of the PDS.  Platinum will not be responsible for any postal or service delivery delay or failure. 

    # The conversion of your Australian investment to New Zealand dollars will be processed by the Funds’ bank, State Street Trust and Bank, at the exchange rate it determines (at the processing time) to be market rate.

    Distributions

    The Fund may earn income (such as dividends and interest) and may also realise capital gains or losses on the sale of investments.  Income and net realised capital gains will be distributed to Investors annually as at 30 June.

    The components of the distribution will vary from Fund to Fund and from year to year (refer to your annual distribution and tax statement).  There may also be times when no distribution is payable. 

    Distributions are calculated in cents per unit on the number of units held as at the end of the distribution date (i.e. your distribution entitlement from a Fund is not pro-rated for the duration of your investment in a Fund during the tax year).  Investors should receive their entitlement (if payable) within 15 Business Days after the distribution date. 

    You can elect to have your distribution entitlement:

    • Reinvested in additional units in the same Fund(s); OR
    • Paid to your nominated financial institution account’.*

    If no election is made, your distribution entitlement will be automatically reinvested.  No buy costs apply to reinvestment.

    If your financial institution rejects payment, your monies will be processed by us as an additional investment to the applicable Fund(s).#

    To change your election:

    • write to us –  stating your investment account number and name, and your election (i.e. reinvestment or payment); OR

    The instruction (or ‘Change of Details Form’) must be signed by an authorised signatory (or signatories where more than one is required) to the account.

    You may fax or email your signed instruction (or ‘Change of Details Form’) to us, although we ask that you phone us to verify receipt.  We require your original signed instruction if you are advising us of a new ‘financial institution account’. 

    For a change to be reflected in the next distribution, your instruction (or Form) must be received by us no later than five Business Days before 30 June. 

    As the Funds are forward priced, the last day that a transaction can be received for processing (so as to be included for the 30 June distribution) is the Business Day prior to 30 June.  Note that the processing cut-off time on that day is 3:00pm AEST. Where 30 June falls on a non-Business Day, this cut off will be two (2) Business Days prior to 30 June.

    * For payments to a New Zealand financial institution account, your Australian distribution entitlement will be converted to New Zealand dollars prior to payment.  This will be processed by the Funds’ bank, State Street Trust and Bank, at the exchange rate it determines (at the processing time) to be market rate.

    # The ‘entry price’ applied will depend on the day we process your reinvestment, which should be no later than 20 Business Days after 30 June.  If the rejection is from a New Zealand financial institution, then an exchange rate (to convert your NZ$ distribution amount back to A$) will be applied prior to reinvestment.

    Your Financial Institution Account

    You can elect to have your withdrawal proceeds and distribution entitlements paid to an Australian resident or New Zealand resident bank, building society or credit union account

    The account nominated by you must be in the name of the Investor, as it is our policy not to make third party payments. 

    Updating Your Details

    To amend or update your details (such as your address, contact details, nominated financial adviser or administrator, and nominated financial institution account):

    • write to us –  stating your investment account number and name, and the details of the change; OR

    The instruction (or ‘Change of Details Form’) must be signed by an authorised signatory (or signatories where more than one is required) to the account.

    You may fax or email your signed instruction (or ‘Change of Details Form’) to us although we ask that you phone us to verify receipt – refer to ‘Facsimile and email - terms and conditions’ on page 6 of the current Additional Information Booklet.  We require your original signed instruction (or ‘Change of Details Form’) if you are advising us of a new financial institution account.

    One investment account number is issued covering all your investments in the Funds.  Therefore, a change to your account details will apply to all Funds invested.

    Who Else Can Operate Your Investment Account?

    If you wish to appoint a person (or entity) as your authorised representative (agent or attorney):

    'mFund' Investment

    • provide us with a valid Power of Attorney document.  We also require the attorney to validate their authority by providing a Non-Revocation Statement (for subsequent instructions).*

    Direct Investment

    • provide us with a valid Power of Attorney document.  We also require the attorney to validate their authority by providing a Non-Revocation Statement (for subsequent instructions).*

    Please be careful in making such an appointment.  Your authorised representative (agent or attorney) will be empowered to act on your behalf in all matters relating to your investment in the Funds (including making a request to withdraw or transfer part or all of your investment and change your account details). 

    An Investor who appoints an authorised representative (agent or attorney) will be bound by the ‘Appointment of an authorised representative (agent or attorney) - terms and conditions’ outlined on page 6 of the current 'Additional Information Booklet'.    

    * ‘Non-Revocation Statement’ - a signed letter (from the attorney) that states: “I [name] of [address] (the Attorney) am acting under a power of attorney granted to me by [name of Investor] (the Investor) and have no knowledge of revocation or suspension of that power by the Investor or the death or mental incapacity of the Investor.’

    Forms - ASX 'mFund' - Platinum Global Fund

    These forms relate to the Platinum Global Fund. 

    This website and these forms are intended for Australian and New Zealand residents.

    Standard Forms - Print, Complete & Sign

    Investments made through mFunds
     
    Investments made directly

    Regular Investment Plan Direct Debit Form (Australian financial institutions)

     

    Additional Investment Form

    New Zealand Specific Direct Debit Form  

    Regular Investment Plan Direct Debit Form (Australian financial institutions)

    Change of Details Form
     

    New Zealand Specific Direct Debit Form

    Operating Authority Form (individual representative)

      Change of Details Form
    Operating Authority Form (corporate representative)   Withdrawal Form
         

     

      Operating Authority Form (individual representative)
        Operating Authority Form (corporate representative)

      Request a hardcopy of our Product Disclosure Statement by post.