The Investor Portal makes it easy to review and update your investing entity settings. Follow the steps below to access and manage these details.
Note: Some fields can be updated directly, while others require amendments through your fund manager.
Step 1: Access Investing Entity Settings
Log in to the Investor Portal
Click the investing entity name next to the user icon
Select Update Entity Settings from the dropdown
Update Entity Details
In the Details tab, you can review and update most of your entity information.
Fields that must be updated by your fund manager:
Investing entity type
Registered company name
Registration No. / ACN
Business No. / ABN (optional)
Fields you can update directly:
Registered address (suburb, city, postcode, state, country)
Company type
Tax details (primary/secondary tax residency, Prescribed Investor Rate (PIR), Withholding Tax Rate (WHT))
Nature and Purpose (frequency of investment, source of funds, funds available for investment, reason for investing)
Remember to click Save changes in each section after making updates.
View Associated Accounts
In the Accounts tab, you can view all accounts linked to your investing entity.
You will also see the Communication setting for each account
This shows which accounts receive updates and notifications
Only your fund manager can make changes to this setting
Manage Bank Accounts
In the Bank Accounts tab, you can:
Review existing accounts
Edit account nicknames
Add new bank accounts
If you have multiple bank accounts, you can select which one should be the default account for transactions.
Note: When you add a new bank account, it will be sent to your fund manager for approval. Once verified, the account will appear as active in your list. For detailed instructions on adding or updating bank accounts, see How to Add and Update a Bank Account on the Investor Portal
Check Distribution Allocations
In the Distributions tab, you can view how your investing entity receives distributions from each fund in its portfolio.
You will see:
The fund name and unit class
The currency of the distribution
The preferred bank account linked to the distribution
Whether the distribution is enabled
The reinvestment option (Yes or No)
Note: These settings are controlled by your fund manager. If you would like to make changes, please contact them directly.
Manage Certificates
In the Certificates tab, you can:
Download or upload your wholesale investor certificate
Review existing certificates
Note: Once a certificate has been uploaded, it cannot be changed in the portal. If a certificate is expired or invalid, or if you need to replace it for any reason, please contact your fund manager. Certificates must be current in order to invest in certain opportunities.
If you have any questions or need help at any stage, please contact your fund manager for support.