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Online access to your investment account

You can access information about your investment in the Funds by logging onto the Platinum secure client website (a link is provided on Platinum’s website with access restricted by client ID and password).

Information available on the website includes:

  • your account balance (in each Fund / Unit Class in which you hold units);
  • your transaction history;
  • statements and Fund performance;
  • distribution and tax information; and
  • registered account details.

Enhanced functionality means you can:

  • upload scanned forms or documents via the secure client website;
  • provided you have the appropriate user access, you can update your details (with the exception of nominated financial institution accounts and Regular Investment Plans).