Invest in DCSF

Investing with Charter Hall is easy, with the following 4 steps.

And if at any time you need help just contact us on 1300 652 790.

Step 1
     
Step 1 pic
    Read the Product Disclosure Statement                     Step 2 pic
    Consider the offer, paying particular attention to the risks set out in section 6.
Step 3
      Step 4
Step 3 pic
    Consult your financial adviser, stockbroker or other professional adviser. You can also call us on
1300 652 790.
      Step 4 pic
    Complete a application form and mail it to us.

 

Before you begin an application, its worth having the following information ready.

Existing investors: 

  • your investor number
  • name 
  • postcode 
  • email address

New investors: 

  • email address
  • your Drivers Licence, Passport or Medicare Card (for individual or joint investors)
  • your company name, ABN and registered office address - refer to your ASIC certificate or http://abr.business.gov.au (for companies)
  • your super fund name, address - refer to your SMSF registration or http://superfundlookup.gov.au (for super funds)

 

Frequently asked questions

I'm not sure if my documents are correctly Certified?

Page two of the identification form will tell you all you need to know about certified documents. If you have any questions contact registry. 

What is the minimum investment amount?

The minimum investment amount for direct investors is $20,000, and the minimum additional investment is $1,000.

What form of payment do you accept? 

  • BPAY® is for Australian investors only, and a reference number must be included on your application. To request a BPAY® reference number contact registry
  • Electronic funds transfer to the following account, and remember to include a reference (name of applicant) on the application form
    Account name: CHDPML – CH Direct Diversified Consumer Staples Fund Application Account  
    Bank: Westpac
    BSB: 033 002
    Account number: 003 951
  • Direct debit is for Australian investors only, and you must complete the seperate direct debit request form and return it with your application. 
  • Cheques made payable to ‘CHDPML – CH Direct Diversified Consumer Staples Fund Application Account’ crossed 'not negotiable' 

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.