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.

 

 

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).

 

 

Registry forms

Click here to access the forms page for all forms related to administering your investment, including:

 

For registry forms related to administering your investment please click here

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.