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
GPO Box 804
Melbourne Vic 3001, 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 | 717649704
Account Name | National Nominees Limited ANF Copia Investment Partners Ltd – 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 copia_transactions@unitregistry.com.au
F +61 3 9642 0066
Copia Investment Partners
GPO Box 804
Melbourne Vic 3001, 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 | 717649704
Account Name | National Nominees Limited ANF Copia Investment Partners Ltd – 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.