Dear investors and friends,
Thank you for investing with Regal.
Regal Funds Management along with Perpetual Trust Services Limited, as the Responsible Entity of the Regal Long Short Australian Equity Fund (AMR0006AU), are delighted to announce an upcoming change in service provider for the Fund’s unit registry services.
From Thursday 28 May 2020, all unit registry services for the above fund will be managed by Boardroom Pty Limited, replacing HSBC Fund Services.
This new partnership will provide our clients with access to Boardroom’s best-in-class unit registry services, ensuring investors can easily track their investments and holding information via a simple and intuitive on-line investor portal (‘InvestorServe’) and gain access to an extensive and highly knowledgeable Australian-based investor support call centre.
On Thursday 28 May, investors in the Regal Long Short Australian Equity Fund will receive an email communication from Boardroom notifying them of the change in registry services provider.
This communication will also invite investors to register for Boardroom’s online service portal, InvestorServe (www.investorserve.com.au). This portal will enable investors to access their current holding details, transaction history and existing personal and contact information.
Investors will also receive a Holding Statement that will be delivered by mail to their registered address. Please note this statement will include investors new Unitholder Number, which is required to register for online access.
If you don’t receive this statement by next month or are having difficulties accessing the online portal, please don’t hesitate to contact either Rob Saunders, Head of Wholesale Distribution or Samantha McLaren, Investor Relations, via firstname.lastname@example.org.
Investors can also access a ‘Frequently Asked Questions’ document that may address any additional questions you may have here.
Should you have any questions regarding the above changes, please feel free to reach out to either Rob Saunders, Head of Wholesale Distribution or Samantha McLaren, Investor Relations, via email@example.com.
Thank you again for your ongoing support.
Chief Executive Officer
Regal Funds Management