Invest

Minimum initial investment $20,000

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.

You can invest directly on behalf of your clients via the Vertium Equity Income Fund PDS with a minimum initial investment of $20,000.

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.