How do I change my DRP election?

You made an election whether or not to participate in the Distribution Reinvestment Plan (DRP) when you submitted your application.

Forgotten Your DRP Election?

If you’ve forgotten what election you made, here’s how to check:

  1. Log in to the Investor Portal
  2. Ensuring you are on the Portfolio Tab (which is the default view after log on), scroll down to the heading ‘Investments’.
  3. Click on the down arrow ▼ to the right of ‘VIEW ACCOUNT DETAILS’. If you have multiple investments linked to your account, select the investment you would like to check.
  4. Your current choice will be listed under the heading ‘DISTRIBUTION ELECTION’. It will either be: EFT (paid as cash to your nominated account), or and your current ‘Reinvest Distribution’.

How To Change Your DRP Election

Here are the steps to change your DRP election

  1. Log in to the Investor Portal
  2. Ensuring you are on the Portfolio Tab (which is the default view after log on), scroll down to the heading ‘Investments’.
  3. Click on the down arrow ▼ to the right of ‘VIEW ACCOUNT DETAILS’. If you have multiple investments linked to your account, select the investment you would like to check.
  4. Your current choice will be listed under the heading ‘DISTRIBUTION ELECTION’. It will either be: EFT (paid as cash to your nominated account), or and your current ‘Reinvest Distribution’.
  5. To change your investment click on the ‘pen in the box’ icon to the right of your DRP election.
  6. A dropdown box will appear, allowing you to choose which option you would prefer: ‘EFT’ or ‘REINVEST DISTRIBUTION’. Click the one you prefer.
  7. After making your selection, click the ‘Send Update Request’ button. A pop up box letting you know your request has been sent to HQ to review and approve will appear. Click OK and the process is complete.
  8. Or, if you do not want to change your election, click the ‘Cancel’ button.

Need Help?

If you need assistance, please email admin@sogif.au

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.