How To Invest

Step 1

Read Fund Documentation

It is important that you read the Product Disclosure Statement (PDS) and the Information Booklet prior to making an investment. These documents are available on this website or request a free hard copy to be mailed to you.

Step 2

Complete Application Form

Applications forms may be completed online or offline. Pella's preference is for online applications because: (i) it is generally a simpler and easier process for you; (ii) involves less paper, which is better for the environment.

Step 3

Complete Client Identification Form

Australia, the United States and other OECD countries have customer identification obligations under Anti-Money Laundering and Counter-Terrorism Financing Act (or their equivalent in other countries) and certain customer due diligence obligations under the United States Foreign Account Tax Compliance Act ("FATCA").

There are several different forms. All new investors in a fund must complete the Client Indentification form that corresponds to the structure they are using to make the investment. This website provides Pella's opinions of which form is appropriate for each structure. These opinions should not be relied on as constituting advice and you should contact your financial adviser if you are unsure which form you should use.

These forms are incorporated into the online applications. Offline applications require these forms to be completed in addition to the offline application. These forms are available in the Client Identification Forms section in the Forms and Documents page.

Step 4

Transfer Money

Option 1: By EFT or direct deposit

Account name *	PGGF Application Account
Bank	National Australia Bank
BSB	082-401
Account number	48 461 1691
SWIFT Code	NATAAU3303M

Option 2: By cheque

Cheques must be drawn in in Australian dollars and made payable to 'Pella Global Generations Fund'.

Post your cheque to:

Apex Fund Services

GPO Box 4968

SYDNEY NSW 2000

To assist us, if you make your application online please quote your application number at the back of the cheque. If you use a physical application form, please include it with the cheque.

* Apex Fund Services provide Pella's administration, unit registry and fund custody services. Visit www.apexgroup.com for more information on Mainstream.