The responsible entity (RE) 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.
For investors - a general overview of the product offering for prospective investors.
For advisers - a short overview of the product including platform availability, fund performance and property portfolio.
Fund rating and information for financial advisers only. PFA was rated Recommended.
In line with ASIC Regulatory Guide 46 (RG46) the Disclosure Guide provides information in the interests of improved disclosure for retail investors.
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
This information has been prepared by Charter Hall Direct Property Management Limited ABN 56 073 623 784; AFSL 226849 (‘CHDPML’) for information purposes only. This website is not an offer to sell or a solicitation or an offer to subscribe or purchase or a recommendation of any securities referred to herein and the information has not taken into account any potential investors' personal objectives, financial situation or needs. Before investing, you should consider your own objectives, financial situation and needs or you should obtain financial, legal and/or taxation advice.
CHDPML does not receive fees in respect of the general financial product advice they may provide, however they will receive fees for operating PFA which is calculated in accordance with PFA's constitution. Entities within the Charter Hall Group may also receive fees for managing the assets of, and providing resources to PFA. For more detail on fees, see the fund’s product disclosure statement. To contact us, call 1300 652 790 (local call cost).
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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.