Once your account is created, the next step is to set up an investing entity through which you will make your investments. Follow the steps below to add your investing entity in the Investor Portal.
Step 1: Start the Process
Click the Add investing entity button on your dashboard.
Step 2: Choose Your Entity Type
You will be prompted to select the type of investing entity you wish to add. For each entity type, you can also select an appropriate sub-type. The available options are:
Individual
Joint individual
Company
Limited liability company
Non-profit organisation
Sole trader
Partnership
General Partnership
Limited Partnership
Trust
Estate
Family Trust
Trading Trust
Testamentary Trust
Super Fund Trust
Self-Managed Super Fund
Charitable Trust
Registered Managed Investment Scheme
Government Superannuation Fund
Discretionary
Non Discretionary
Unit Trust
Other
Step 3: Enter Your Entity Information
Next, provide the requested details for your chosen entity type. Required fields may include:
Investment details
Tax information
The specific fields will vary depending on the type of entity you select. Simply follow the on-screen prompts to ensure all required information is provided.
Step 4: Complete the Nature and Purpose Section
The final section, Nature & Purpose, captures details about your investment activity to support our compliance checks. The fields available are:
Frequency of investment
Source of funds
Funds available for investment
Reason for investing
Note: These fields are optional. Complete the ones that apply to you, then press Submit to finalise your investing entity setup.
Note: Once an investing entity has been created, if you need to update any details, please contact your fund manager.
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If you have any questions or need help at any stage, please contact your fund manager for support.