How to Invest

Fairview Equity Partners


1. Read the Product Disclosure Statement (PDS)

This is available by downloading a PDF:

Fairview Equity Partners Emerging Companies Fund Product Disclosure Statement 20 August 2010 [pdf, 795KB]

OR

Request a hard copy be mailed to you by emailing Investor Services or by calling us on 1300 738 355.

2. Complete the Initial Application Form attached to the PDS

If this is your first investment in the Fund, you must complete each page of the Initial Application Form and sign and date the Form.
Send all pages to NAB Registry Services for processing by mail or fax.

National Australia Bank Limited
Attn: Registry Services
GPO Box 1406
Melbourne VIC 3001
Facsimile: 1300 365 601

3. Send the completed Initial Application Form together with your payment

Acceptable methods of payment are:

Cheque made payable to 'NNLATF Fairview Equity Partners Pty Ltd Application Account - [your name(s)]' and crossed "Not Negotiable" accompanied by the Initial Application Form.

Direct Deposit. Please note that your investment cannot be processed until both the monies and the completed Initial Application Form are received.

AND

Deposit your funds into the administrator's bank account:

  • Bank: National Australia Bank Limited
  • BSB No: 083-043
  • Account No: 832 243 507
  • Account Name: NNLATF Fairview Equity Partners Pty Ltd Application Account
  • Description (name that will appear on the administrator's statement): [your name(s)].

In order for us to recognise your payment, please ensure that your investor name is recorded as a description for the payment.

4. Additional Investments into the Fund

If you already have an investment in the Fund and wish to make an additional investment please complete an Additional Investment Form available via Online Forms and follow the instructions.