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.
New Investors
Minimum initial investment $20,000
Read the Product Disclosure Statement. Download and complete the relevant Application Form and gather your certified supporting identity documents.
Documents should be returned to Copia via email or post.
Email: copia_transactions@unitregistry.com.au
Post: Copia Investment Partners, PO Box 804, Melbourne VIC 3001
If paying by EFT or Cheque, arrange payment of your investment amount. Refer to the payment details on the Form or at the bottom of this page.
If Paying by BPAY®, a Copia Client Services team member will contact you once we receive your Application Form to advise your Investor Number to enable you to make your payment.
Your investment will be finalised once funds are received. Copia reserves the right to request further information before processing your application.
Existing Investors
Minimum additional investment $5,000
If Paying by BPAY®, contact your bank or financial institution to make this payment using internet or telephone banking. You do not need to provide a Form.
If using a different payment method, download and complete the Additional Investment Form. If paying by EFT or Cheque, arrange payment of your investment amount and return the form to Copia via email or post.
Email: copia_transactions@unitregistry.com.au
Post: Copia Investment Partners, PO Box 804, Melbourne VIC 3001
Your investment will be finalised once funds are received. Copia reserves the right to request further information before processing your application.
Platforms
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Copia is seeking to have the Vertium Equity Income Fund placed on additional platforms.
Our platforms list will be updated as placements are made.