Access product information and registry forms

Product Disclosure Statement (PDS) and application form

The responsible entity advises that the Charter Hall Direct PFA Fund is open to applications using the product disclosure statement (PDS) dated 16 August 2017.

For investment of $20,000 and above.

 

 

 

Brochure 

For investors - a general 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. PFA was rated Recommended.

 

RG 46 Disclosure

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

 

 

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

 

Contact

Registry (fund administration) - Boardroom

For enquiries regarding your personal holding in a fund, including account balance, distribution payment, statements, contact details and InvestorServe. Have your investor number (shown on your distribution statements) ready to quote.

Charter Hall (manager)

For enquiries regarding the management of a fund, including performance, strategic direction, property portfolio and new investment opportunities.