Invest With Us

 

An Application to Invest $10,000 or more in the TBF Small Cap Value Growth Fund can be made by completing the application form attached to the Product Disclosure Statement (PDS).

For new investors please follow the instructions below:

1. Read the current Product Disclosure Statement (PDS)

2. Complete the application form at the back of the PDS

3. Provide the necessary Anti-money Laundering Legislation (AML) identification documents detailed at the back of the PDS

4. Pay your investment by electronic funds transfer. See the application form for further details.

Electronic fund transfers (EFT) are to be made to:

Account: Application Account
National Australia Bank
BSB: 082 401
Account Number: 786128064

When paying by EFT, please include your full name in the reference field of the payment.

A regular savings plan by direct debt is now available, please refer to page 10 of the application form for details.

For additional contributions to an existing account, please download the application form below and email to registry@fundbpo.com

TBF_PDS/Application Form

For withdrawal of funds from an existing account, please contact us for more details.

5. To be a ‘complete application’ please ensure you have provided all acceptable identification documents for individuals, Companies and their directors, and Trusts and their Trustees. See AML booklet at the back of the application form for full requirements.

6. Send the completed Application Form, required AML identification document(s) and payment notification to:

FundBPO Pty Ltd

Client Services Registry Team
GPO Box 4968

Sydney, NSW 2001

If you wish to discuss an investment in the Fund in more detail or you require further information, please don’t hesitate to contact us here

pds-button

Equity Trustees Ltd ABN 46 004 031 298, AFSL number 240975, is the responsible entity of the Fund and the issuer of the Fund’s product disclosure document (PDS). The PDS contains important information, including information about the risks of investing in small caps. You should obtain and consider the PDS before making a decision to invest or continue to hold your investment in the Fund.