What If I Invest And Then Pass Away, Get Divorced, etc?

In the unfortunate event of your passing what happens to your units will be determined by your Estate’s executor who would normally seek guidance on what to do from your Will.

In the event of divorce or separation then you can dispose of your units by selling them privately or seeking to have your units redeemed by the Fund (see ‘How Long Do I Have To Invest For’ above).

As a matter of good practice it is prudent to consider seeking expert estate and succession planning for all your investments, and for your adviser to canvass a variety of scenarios to help guide you on what you would like to happen.

General Advice Warning: This information is of a general nature only and does not take into account your objectives, financial situation or needs. You should consider the PDS issued by Plantation Capital Limited ACN 133 678 029 AFSL 339481 in deciding whether to acquire an interest in the Strategic Opportunities (Growth & Income) Fund. Past performance is not a reliable indicator of future performance. No earnings estimates are made.