For new investors in the Regnan Global Equity Impact Solutions Fund, please complete all relevant forms based on your entity type and circumstances.
Please ensure that you have read and understood the Product Disclosure Statement (PDS) and Additional Information Booklet for the Regnan Global Equity Impact Solutions Fund prior to completing an Application Form.
Common Reporting Standard (CRS) and Foreign Account Tax Compliance Act (FATCA) Self Certification Forms
Customer Identification Forms
If you are a new investor in the Regnan Global Equity Impact Solutions Fund you will need to download and complete the relevant application form and Customer Identification Form/s.
|I am a/an…||What Customer Identification Form(s) do you need?||Important note|
|Individual, Joint Investor or Sole Trader||*Each Joint investor must complete a separate Customer Identification Form.|
|Australian and Foreign Companies||
||*A Shareholder is an individual who ultimately owns 25% or more of the company’s issued capital.*A Controlling Party is any individual who directly or indirectly controls the company. This includes exercising control through the capacity to determine decisions about financial or operating policies; or by means of trusts, agreements, arrangements, understanding and practices; voting rights of 25% or more; or power of veto. If no such person can be identified then the most senior managing official/s of the company (such as the managing director or directors who are authorised to sign on the company’s behalf).|
|Trusts and Trustees||
||* A Controlling Party is any individual who directly or indirectly controls the Trust. Control includes the capacity to influence the way in which the Trust conducts its affairs, including by having the ability to determine decisions about the Trust’s financial and operating policies.|
|Partnerships and Partners||Please ring us on 02 9240 7834 for a copy of the forms.|
|Associations||Please ring us on 02 9240 7834 for a copy of the forms.|
|Government Bodies||Please ring us on 02 9240 7834 for a copy of the forms.|
|Registered Cooperatives||Please ring us on 02 9240 7834 for a copy of the forms.|