How to invest
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Application Instructions
To make an investment, please:
1. Read the Product Disclosure Statement under the heading Applications. Please note that applications from persons or entities who are non-residents of Australia for tax purposes will not be accepted.
2. Complete all sections of the application form and sign it.
3. Attach your cheque (minimum $20,000) to the application form and ensure it is crossed ‘not negotiable’ and made payable to RBC Dexia IS AN - Third Link Apps A/c <Investor Name> .
4. Mail your completed application form and cheque to:
RBC Dexia Investor Services Trust
Attention: Unit Registry Department
GPO Box 3657
SYDNEY NSW 2001
Alternatively, they can be hand delivered to Third Link Investment Managers Pty Limited, Suite 1 Level 6, 6-10 O’Connell Street, Sydney NSW.
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Signing the application
Please read the declaration section carefully before signing the application form. The table below provides guidance for the correct way to sign the application form.
If signing under a power of attorney, you must attach a certified copy of the power of attorney document and a specimen signature of the attorney.
The table below provides guidance for competing and signing the application form.
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Quoting a Tax File Number (TFN)
You can decide whether you wish to quote your TFN / ABN on your application form. If you choose not to and do not advise Treasury Group Investment Services Ltd that you have an exemption, Treasury Group Investment Services Ltd may be required to withhold or deduct tax from your income distributions at the highest marginal tax rate, plus the Medicare levy.
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Incomplete or rejected application forms
If your application form is incomplete, the application money will be retained in a non-interest bearing bank account until Treasury Group Investment Services Ltd receives the required information. Application money may be held for up to 30 days, commencing from when the money was received. After this time, the money will be returned to the original source of payment.
Treasury Group Investment Services Ltd has complete discretion on whether to accept or reject applications in part or in full and is not required to give any reason or grounds for such a refusal.
No interest will be paid on application monies returned.
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