Close
Leave Feedback
Welcome to the new btim.com.auTake a two minute tour to see what we've changed
Hi there! Welcome to the new look Pendal website... Take a two minute tour to see what we’ve changed.
Mainstream Online Web Portal
LoginInvestors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.
Direct non-advised investor applications
December 14, 2023
News,
Effective 15 December 2023, Pendal will only accept applications from direct non-advised investors (an investor without a financial adviser) in the Pendal MicroCap Opportunities Fund (Fund) if you are assessed as likely to be in within the target market for the Fund.
Due to the nature of micro cap companies there is some additional risk in investing in the Pendal MicroCap Opportunities Fund, compared to a conventional Australian share fund. Because of the additional risk, Pendal only accepts applications from direct non-advised investors who are likely to be in the target market of the Fund.
If you wish to invest in the Fund, please contact Client Services by emailing ServiceTeam@pendalgroup.com and an issuer representative will call you back as soon as possible.
The issuer representative will ask a series of questions to assess whether you are likely to be in the target market of the Fund. Based upon the responses to your questions, if you are assessed as likely to be in target market of the Fund we will issue you with an application form for the Fund, so you can proceed with your investment. If you are assessed as unlikely to be in target market of the Fund we will be unable to issue you with an application form for the Fund.
Alternatively, you may wish to contact your financial adviser to discuss your personal circumstances.
This Important Update has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332, AFSL No 431426 and the information contained within is current as at 15 December 2023. It is not to be published, or otherwise made available to any person other than the party to whom it is provided.
PFSL is the responsible entity and issuer of units in the Pendal Funds specified in this Important Update. Product disclosure statements (PDSs) and target market determinations are available for the Funds and can be obtained by calling 1300 346 821 or visiting www.pendalgroup.com.
You should obtain and consider the PDS for each Fund before deciding whether to acquire, continue to hold or dispose of units in any of the Funds. An investment in the Funds is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested.
This Important Update is for general information purposes only. It should not be considered as a comprehensive statement on any matter and should not be relied upon as such. It has been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on this information, consider its appropriateness having regard to their individual objectives, financial situation and needs. This information is not to be regarded as a securities recommendation.
Keep updated
Sign up to receive the latest news and views