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Invest with us

We are a proud investment partner of Copia Investment Partners, an independent multi-boutique investment management group. Copia is the responsible entity of the Vertium Equity Income Fund and manages the Fund’s administration. Any correspondence you receive relating to your investment in the Fund will be from Copia.

 Vertium Equity Income Fund
Investors
You can invest in the Fund at any time. Call Copia’s Client Services team on 1800 442 129 if you have a general investment enquiry. Speak to your financial adviser if you need help deciding if the Fund is right for you.
New investors

Minimum initial investment $50,000

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 supporting documents to Copia by post:

PO Box 572, Collins Street West
Melbourne Vic 8007, Australia

Step 4
Transfer your application money to Copia by cheque or EFT, following the instructions on the form.


Existing investors

Minimum additional investment $5,000

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

PO Box 572, Collins Street West
Melbourne Vic 8007, Australia

Step 3
Transfer your application money to Copia by cheque or EFT, following the instructions on the form.

Financial advisers
You can invest in the Fund on behalf of your clients at any time. Call your local Copia Business Development Manager.
Direct investment

You can invest directly on behalf of your clients via the Vertium Equity Income Fund PDS with a minimum initial investment of $50,000.

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 document on behalf of your client.

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

PO Box 572, Collins Street West
Melbourne Vic 8007, Australia

Step 4
Transfer your client’s application money to Copia by cheque or EFT, following the instructions on the application form.

 Institutions Contact Copia’s General Manager, Distribution, John Clothier on +61 408 488 549 to discuss Vertium’s investment management capabilities.