Wheelhouse Global Equity Income Fund
Fill out the following form to apply online.
Investments can be made directly to the Fund Administrator (Mainstream) via a Product Disclosure Statement (PDS) application form.
Minimum investment amount: $10,000
Recommended investment period: 5 years plus
Download and read offer documents
Apply to invest
To fill in the form, you will need:
Once the form has been completed, you will need to date and sign it.
Attach ID verification document
Attach the printed, dated and signed Application Form and relevant original certified identification documents.
Make a payment
You can make a payment by either:
Please make cheques payable to ‘Wheelhouse Global Equity Income Application Account’, and include the investor’s name and address on the back of the cheque. Please note that Mainstream does not accept third party cheques.
Payments by direct credit are to be made to the Custodian’s bank account.
Account Name: Mainstream Fund Services Pty Ltd ACF <Wheelhouse Global Equity Income Fund> Application A/C
BSB: 082 401
Account number: 711 478 318
Deposit reference: Please include investor name
Once complete, please post the printed application form and relevant original certified identification documents and post directly to Mainstream care of our Administrator:
Mainstream Fund Services
GPO Box 4968
SYDNEY NSW 2001
Please also include your cheque, if applicable. The investment amount and the application form must be received no later than 2.00 pm Sydney time in order to be processed on the same business day.
Confirmation of application
Once received, you will receive confirmation of your application by close of business the next day. The confirmation will be sent to the email or postal address provided in the Application Form.
Invest via a platform
Via a platform
A platform bundles together a range of managed funds and investments into a single product. This provides investors consolidated and centralised reporting. Our funds appear on a variety of third party platforms.
The Wheelhouse Global Equity Income Fund is available on the following platforms:
- BT Panorama and BT Wrap (Super, IDPS)
- Hub24 (Super, IDPS)
- Netwealth (Wrap Service, IDPS, Super Service)
- Powerwrap (IDPS)
- Praemium (IDPS)
- Macquarie Wrap
Contact the platform directly for further details.
Following recent amendments to the Corporations Act ; where you have provided us with your email address, we will now send notices of meetings, other meeting-related documents and annual financial reports (each a “Communication”) to you electronically unless you elect to receive these in physical form and notify us of this election.
You have the right to elect whether to receive some or all of these Communications in electronic or physical form and the right to elect not to receive annual financial reports at all. You also have the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic or physical form.