Download our PDS, Brochure, Research Reports and Forms

 

Product Disclosure Statement (PDS) and Application Form

The responsible entity (RE) advises that the Charter Hall Direct Office Fund  is open to applications using the product disclosure statement (PDS) dated 26 August 2016.*

For investment of $20,000 and above.

 

 

Brochure 

For investors - ageneral overview of the product offering for prospective investors. 

 

 

 

Product Profile

For advisers - a short overview of the product including platform availability, fund performance and property portfolio.

 

Lonsec Report
Fund rating and information for financial advisers only. DOF was rated Highly Recommended

 

 

Zenith Report
Fund rating and information for financial advisers only. DOF was rated Highly Recommended

 

 

PIR Report
Fund rating and information for investors and financial advisers. DOF was rated AA (Recommended)

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RG46 Disclosure
In line with ASIC Regulatory Guide 46 (RG46), the Disclosure Guide provides information in the interests of improved disclosure for retail investors.

 

Change of Details Form
Use this form to change address details, phone number and email address. Choose to receive a paper copy of the annual report.

 

 

Change of Bank Account 
Details Form

Use this form to change the account details of the bank account nominated for distribution and withdrawal payment.

 

Tax File Number (TFN) Form
Use this form to provide your TFN and/or claim the appropriate exemption.

 

 

Adviser Appointment and Commission Form
Use this form to appoint an adviser to your investment or update our registry with new adviser details

 

 

 

Agent Appointment Form
Use this form to authorise an individual to act as an agent.

 

Standard Transfer Form
Use this form to transfer units in the fund to another party.

 

 

 

Download

Request to register for Surviving Holder Form
Use this form when notifying us of a death of a investor on our register.

 

 

 

Hardship Statutory Declaration and Application Form
Investors suffering a financial hardship may redeem their investment where in normal circumstances they may not be able to access their capital (subject to certain conditions being met).

 

         

 FSC/FPA Forms 

Financial advisers to use the below forms in the verification process. Click on the item below to download the relevant form.

Visit the FSC website for more information.

 

 

 

 

 
         

If you require forms to complete an estates transfer, or a form you require is not listed on this page, please contact our registry on 1300 137 895.

All forms should be sent to:

C/- Boardroom Pty Limited
GPO Box 3993
Sydney NSW 2001

 

*Please note Nick Kelly has resigned as a alternative executive director of Charter Hall Direct Office Fund as of 18 January 2017. 

 

Contact

Registry (fund administration) - Boardroom

For enquiries regarding your personal holding in a fund. This includes account balances, unit price and distribution enquiries, requesting a statement, changing contact details and assistance with investor online facilities. Please have your investor number (as shown on your distribution statements) ready to quote.

Charter Hall (manager)

For enquiries regarding the management of a fund. This includes a funds performance, strategic direction, property portfolio holding and new investment opportunities.