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1. Read the Product Disclosure Statement (PDS)
You may download the PDS from our website, or request a hard copy be mailed to you by completing an online request form.
2. Complete the Application Form attached to the PDS.
3. If you are investing in the PM CAPITAL Funds without an advisor you are required, according to anti-money laundering laws, to complete an additional form according to the type of investment you are making (ie individual or joint account, superannuation fund). These can be found on the Forms section of our website. Please click here to be directed to this page.
4 Send the completed Application Form together with payment to PM CAPITAL
Acceptable methods of payment are:
Chequemade payable to ‘PM CAPITAL - Trust Account’ accompanied with the Application Form.
Electronic funds transfer. Please note that your investment cannot be processed until both the funds and the completed Application Form are received.
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Bank |
Westpac Bank |
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Account Name |
PM CAPITAL Limited - Trust Account |
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BSB |
032-102 |
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Account Number |
25-2547 |
In order for us to recognise your payment, please ensure that your investor name is recorded as a narrative for the payment.
Your completed application form must be forwarded to;
PM CAPITAL Limited
GPO Box 3965
Sydney NSW 2001
5. Alternatively, you may access the PM CAPITAL Funds via various Investor Directed Portfolio Service (IDPS) offerings (known as Wraps or Master Trusts).
Wrap and Master Trust Platforms
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Absolute Performance Fund |
Enhanced Yield Fund |
Australian Opportunities Fund |
Colonial First State PM CAPITAL Australian Share Fund |
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Asgard Master Trust |
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Asgard eWrap |
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Ausmaq |
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| Avanteos |
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BT Wrap |
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| Colonial FirstChoice |
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| Fiducian |
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ING Portfolio One |
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IOOF Portfolio Services |
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Macquarie Wrap |
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| MLC MasterKey |
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MLC MasterKey Custom |
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Navigator |
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Net Wealth Investments |
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Oasis |
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Perpetual Private Clients Custody |
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| Skandia |
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SMF Funds Management |
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Summit Master Trust |
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Tower Trust Wholesale Platform |
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UBS Wealth Management |
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Financial advisers should note that the above IDPS offerings are the source of many badged versions.
Investors will need to have a financial adviser and must be given a copy of the Product Disclosure Statement before you make an investment in our funds via an Investor Directed Portfolio Service. Normally the financial adviser will need to contact the organisation offering our products on your behalf.
PM CAPITAL does not endorse or recommend any of the listed Investor Directed Portfolio Services. You should seek professional investment advice before deciding whether to make an investment via an Investor Directed Portfolio Service.
Margin Lending
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The following institutions offer margin lending arrangements into the funds offered by PM CAPITAL:
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BT Margin Lending |
Merril Lynch Margin Lending |
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Colonial Margin Lending |
National Australia Bank Margin Lending |
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CommSec Margin Loans |
Salomon Smith Barney Margin Lending |
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Leveraged Equities |
St George Margin Lending |
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Macquarie Margin Lending |
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6. How to Make Additional Applications
Existing unitholders in a PM CAPITAL Fund may invest further amounts in that Fund at any time.
There is no need to complete another Application Form, you may simply forward payment along with a written notification stating your unitholder code plus the Fund name which you would like to invest in.
PM CAPITAL suggests that investors consult a financial adviser prior to making any investment decision. |
