New Zealand Investors

Are you a Sophisticated Investor?

“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).”

 

  • A sophisticated investor should be able to prove this through certification via their accountant.
  • Please ensure that you have read and understood the original PDS prior to completing and submitting your Application Form.

Please ensure that you have read and understood the original PDS prior to completing and submitting your Application Form.

Other Forms

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: Mainstream Fund Services Pty Ltd, Client Services Registry Team, GPO Box 4968, Sydney, NSW, 2001

4) Wire-transfer the funds

(Refer to the form for more details)