How to Invest

Are you a New Zealand based investor?

If so please skip to Point 3

Are you investing more than A$500,000?

If so please skip to Point 2

Are you a sophisticated investor?

If so please skip to Point 2
Refer below to the definition of a “sophisticated investor”. A sophisticated investor should be able to prove this through certification via their accountant.
“A sophisticated investor is defined as one who has had a gross annual income of $250,000 or more in each of the previous two years or has net assets of at least $2.5 million, as prescribed by the Corporations Regulations 2001 (reg 6D.2.03 and reg 7.1.28).”
  1. You will need to complete our Retail Application Form after reading our PDS and we advise you to also read the Regulatory Guide
  2. You will need to complete our Wholesale Application Form after reading our PDS and we advise you to also read the Regulatory Guide
  3. If you are a New Zealand based wholesale investor then you should skip to Point 4
  4. You will need to complete our Retail Application Form after reading our PDS and we advise you to also read the Regulatory Guide
  5. You will need to complete our Retail Application Form after reading our PDS and we advise you to also read the Regulatory Guide

1) Download & Read PDS

2) Complete Application Form Please

Note: The same forms apply for New Zealand investors

3) Send Application Form to FundBPO

By post to: Fund BPO Pty Ltd, Client Services Registry Team, GPO Box 4968, Sydney, NSW, 2001

4) Wire-transfer the funds

(Refer to the form for more details)

Australian platforms

New Zealand platforms