Investors 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.
On 25 November 2021, the existing units of the Pendal Sustainable Australian Fixed Interest Fund (Fund) were reclassified as ‘Pendal Sustainable Australian Fixed Interest Fund – Class R’. The name of the Fund did not change and there were no changes to the terms of the class or your rights as an investor.
No action is required. You will be able to continue to invest or withdraw from the Fund.
An updated Product Disclosure Statement (PDS) was issued on 25 November 2021 and made available on www.pendalgroup.com.