Investing directly with 2020 Funds Management
- Read the appropriate product disclosure statement (PDS)
- Complete the application form and identification requirements attached to the PDS
- Mail your completed application and payment to:
FundBPO - 2020 Funds Management
GPO Box 4968
Sydney NSW 2001
Please
contact 2020 Funds Management if you require any assistance with completing the application form.
Methods of payment
- Cheque
Please make cheques payable to :
"PTSL as RE of 2020 Absolute Return Fund" or "PTSL as RE of 2020 Dynamic Australian Equity Fund"
Cheques should be crossed as "Not Negotiable".
- Direct debit
Direct debit is available by completing the Direct Debit Request Form in the PDS and returning together with your application form.
- Electronic Transfer (EFT)
| Deposit details (Please deposit A$) |
| Account name |
Perpetual Trust Services Ltd as RE for 2020 Absolute Return Fund |
Perpetual Trust Services Ltd as RE for 2020 Dynamic Australian Equity Fund |
| BSB |
082401 |
082401 |
| Account number |
184183330 |
189429846 |
| Swift Code |
NATAAU3302S |
NATAAU3302S |
In order to ensure we recognise your payment, please note the investment name on the transfer and include a copy of the payment confirmation with your application form.
Investing indirectly
2020's funds are also available from the following providers:
- 2020 DIRECTINVEST
Available with a special reduced minimum investment of $25,000. Click here for the 2020 DIRECTINVEST website.
- UBS Wealth Management Services IDPS
Please contact your adviser.
Additional investments
Existing investors with 2020 Funds Management may invest additional funds at any time (minimum additional investment AU$10,000). Simply forward your payment and Additional Investment Form to:
FundBPO - 2020 Funds Management
GPO Box 4968
Sydney NSW 2001