Help me invest

Read the offer document for the fund

Please select how you will be making your investment:

  • Individualincluding
    joint applications
  • Trust
  • SMSF
  • Company
  • Other

Individual

Please read, complete and provide the following forms to make your subscription:

* A wholesale certificate is required in cases where the investment is less than
A$500k. For more information regarding the wholesale test, please click here.

Please email a copy of the completed forms to the Fund Administrator (HSBC) using the following email address:
transfer.agency.au@hsbc.com.au (as per page 10 of the Subscription Agreement).
In addition, all original forms (including certified documents) must be mailed to the Fund Administrator (as per page 10 of the Subscription Agreement).

Please refer to the subscription frequency and cut-off times on page 1 of the Subscription Agreement. Please transfer subscription funds to the Fund Administrator (as per page 10 of the Subscription Agreement).

Thank you. We will confirm if your application has been accepted.

If you have any questions about your investment, or if you would like assistance, please complete our enquiry form and we’ll be in contact shortly to assist you.

Trust

For unregulated Trusts (i.e. not a SMSF) please read, complete and provide the following forms to make your subscription:

    • Original completed ‘Subscription Agreement
    • Identification requirements:
      • Original ‘Identification Form’ for ‘Unregulated & Foreign Trusts’ (Form E)
      • For individual trustees – original ‘Identification Form’ for ‘Individuals’ (Form A)
      • OR
      • For corporate trustees – original ‘Identification Form’ for
        Australian Companies’ (Form B) or ‘Foreign Companies’ (Form C) – whichever is applicable
      • Corporate trustees – original ‘Identification Form’ for ‘Individuals’ (Form A) for all beneficial owners and foreign controlling persons of the corporate trustee**
      • Original certified verification documents (as outlined in Form E, Form A and Form B or Form C)

* A wholesale certificate is required in cases where the investment is less than
A$500k. For more information regarding the wholesale test, please click here.

** Special note: all Beneficial Owners and Foreign Controlling Persons named on
Forms B, C or E must complete Form A.

Please email a copy of the completed forms to the Fund Administrator (HSBC) using the following email address:
transfer.agency.au@hsbc.com.au (as per page 10 of the Subscription Agreement).
In addition, all original forms (including certified documents) must be mailed to the Fund Administrator (as per page 10 of the Subscription Agreement).

Please refer to the subscription frequency and cut-off times on page 1 of the Subscription Agreement. Please transfer subscription funds to the Fund Administrator (as per page 10 of the Subscription Agreement).

SMSF

Please read, complete and provide the following forms to make your subscription:

* A wholesale certificate is required in cases where the investment is less than
A$500k. For more information regarding the wholesale test, please click here.

Please email a copy of the completed forms to the Fund Administrator (HSBC) using the following email address:
transfer.agency.au@hsbc.com.au (as per page 10 of the Subscription Agreement).
In addition, all original forms (including certified documents) must be mailed to the Fund Administrator (as per page 10 of the Subscription Agreement).

Please refer to the subscription frequency and cut-off times on page 1 of the Subscription Agreement. Please transfer subscription funds to the Fund Administrator (as per page 10 of the Subscription Agreement).

Thank you. We will confirm if your application has been accepted.

If you have any questions about your investment, or if you would like assistance, please complete our enquiry form and we’ll be in contact shortly to assist you.

Company

Please read, complete and provide the following forms to make your subscription:

* A wholesale certificate is required in cases where the investment is less than
A$500k. For more information regarding the wholesale test, please click here.

**Special note: all Beneficial Owners and Foreign Controlling Persons named on Forms B or C must complete Form A.

Please email a copy of the completed forms to the Fund Administrator (HSBC) using the following email address:
transfer.agency.au@hsbc.com.au (as per page 10 of the Subscription Agreement).
In addition, all original forms (including certified documents) must be mailed to the Fund Administrator (as per page 10 of the Subscription Agreement).

Please refer to the subscription frequency and cut-off times on page 1 of the Subscription Agreement. Please transfer subscription funds to the Fund Administrator (as per page 10 of the Subscription Agreement).

Please refer to the subscription frequency and cut-off times on page 1 of the Subscription Agreement. Please transfer subscription funds to the Fund Administrator (as per page 10 of the Subscription Agreement).

Thank you. We will confirm if your application has been accepted.

If you have any questions about your investment, or if you would like assistance, please complete our enquiry form and we’ll be in contact shortly to assist you.

Other

For any other type of investment, or if you are unsure of how to proceed, please complete our enquiry form and we’ll be in contact shortly to assist you.