Invest
As Responsible Entity, Copia manages the Vertium Equity Income Fund’s administration. Any correspondence you receive relating to your investment in the Fund will be from Copia.
Investors
Please ensure you have read and understood the Product Disclosure Statement (PDS) before applying for units in the Fund. If you require further information or assistance, please contact the Copia Client Services Team on 1800 442 129.
Speak to your financial adviser if you need help deciding if the Vertium Equity Income Fund is right for you.
New Investors
Minimum initial investment $20,000
1
Read the Product Disclosure Statement (PDS) and Additional Information
2
Complete both the Application Form and the relevant Investor Identification Form included in the pack
3
Return the completed form and supporting documents to Copia by post: GPO Box 804, Melbourne, Vic 3000, Australia
Payment methods and processing times*
All application forms received prior to 2pm will be reviewed the same day. Applications received after 2pm will be reviewed the following business day.
Direct debit or cheque
Applications will be processed once the application has been accepted and the funds have cleared, usually after 3 business days.
EFT
Applications will be processed once the paperwork has been accepted and a bank transfer receipt has been received.
Existing Investors
Minimum additional investment $5,000
1
Fill in the Additional Investment Form
2
Return the completed form and any documents to Copia by email or post:
Email copia_transactions@unitregistry.com.au
Post GPO Box 804, Melbourne, Vic 3000, Australia
Payment methods and processing times*
All application forms received prior to 2pm will be reviewed the same day. Applications received after 2pm will be reviewed the following business day.
Direct debit or cheque
Applications will be processed once the application has been accepted and the funds have cleared, usually after 3 business days.
EFT
Applications will be processed once the paperwork has been accepted and a bank transfer receipt has been received.
*Copia Investment Partners (Copia) reserves the right to request further information or documentation before processing your application. In some instances, Copia may need to clarify information provided in the form.