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I want to invest in the Vertium Equity Income Fund. What do I do?
Step 1
Read the Vertium Equity Income Fund Product Disclosure Statement (PDS).

Step 2
Fill in the Application Form at the back of the PDS and attach the requested supporting documentation.

Step 3
Return the completed form and any documents to Copia by post:

Copia Investment Partners
PO Box 572, Collins Street West
Melbourne Vic 8007, Australia

Step 4
Transfer your application money to Copia by cheque or EFT. Copia’s bank account details are:

Bank NAB
BSB 083 043
Account Number 574393448
Account Name National Nominees Ltd Office Clearing Account Copia Application Account

When transferring your money by EFT, ensure you reference it appropriately so we can match it to your application.

How do I add to my investment in the Vertium Equity Income Fund?

Step 1
Fill in the Vertium Equity Income Fund Additional Investment Form.

Step 2
Return the completed form and any documents to Copia by email, fax or post:
E clientservices@copiapartners.com.au
F +61 3 9642 0066

Copia Investment Partners
PO Box 572, Collins Street West
Melbourne Vic 8007, Australia

Step 3
Transfer your application money to Copia by cheque or EFT. Copia’s bank account details are:

Bank NAB
BSB 083 043
Account Number 574393448
Account Name National Nominees Ltd Office Clearing Account Copia Application Account

When transferring your money by EFT, ensure you reference it appropriately so we can apply it to your account.

By what time do I need to apply for units in the Vertium Equity Income Fund? What unit price will I receive?
Copia must receive your application request by 2pm AEST on a Melbourne business day if you want to receive that day’s unit price. If Copia receives your request after this time, you will receive the unit price on the next Melbourne business day.

I want to withdraw my investment from the Vertium Equity Income Fund. What do I do?

Contact Copia’s Client Services team on 1800 442 129 (free call within Australia), +61 3 9602 3199 (outside Australia) or email clientservices@copiapartners.com.au.

If I withdraw my investment from the Vertium Equity Income Fund, what unit price will I receive?

The unit price Copia applies to your withdrawal amount will depend on the time of day Copia receives your withdrawal request. If Copia receives your request by 2pm (AEST) on a Melbourne business day, you will receive that day’s unit price. If Copia receives it after this time, you will receive the following Melbourne business day’s unit price.

For all general enquiries or any enquiry not covered by these FAQs, contact Copia’s Client Services team on:

P 1800 442 129 (free call within Australia)
P +61 3 9602 3199
E clientservices@copiapartners.com.au

You can fax forms or documents to Copia on:

F +61 3 9642 0066

To enquire in person, visit Copia’s head office at:

Level 25, 360 Collins Street
Melbourne Vic 3000, Australia

Opening hours are 8am to 5pm (AEST) Melbourne business days.