Confirm Eligibility
The AIP is a ‘set and forget’ way to grow your investment in the Fund. You authorise the Responsible Entity to direct debit your nominated bank account each month and have that money applied towards purchasing new units at the prevailing unit price, without having to complete a top up form.
To participate you must be an existing SOGIF investor who has completed an application, deposited a minimum initial investment of at least $10,000, and been issued a SOGIF investor number.
Before getting started, review the AIP Terms & Conditions and Section 7 of the Product Disclosure Statement.
- Monthly Amount
- $250 – $5,000
- Debit Day
- 21st of each month
- Unit Pricing
- Units issued at the prevailing unit price at month end
- Processing Fee
- No fee to join or cancel the AIP (all other PDS fees apply)
Check Your Bank Account
Confirm with your financial institution that direct debiting is available from your account. Direct debiting via BECS (Bulk Electronic Clearing System) is not supported on all account types.
Verify your account details against a recent statement before completing the Direct Debit Request. If you have any queries about how to complete the form, check with your financial institution.
Download the AIP Application Pack
The AIP Application Pack contains everything you need to enrol:
Direct Debit Request (DDR) Form: your details and bank authorisation
Direct Debit Request Service Agreement (DDRSA): the rules governing the direct debit
AIP Rules: an explanation of how the Automatic Investment Plan works
Print & Complete
Print the Direct Debit Request form and complete it in BLOCK CAPITALS using blue or black pen.
A wet ink signature is required; electronic signatures cannot be accepted. Be sure to sign and date the form.
Your nominated monthly amount can be any whole dollar between $250 and $5,000. The specified amount will be debited on the 21st of each month (or the next business day if the 21st falls on a weekend or public holiday).
Mail the Original
Because we are required to collect a wet ink signature on the DDR, we cannot accept online enrolments or scanned copies. The original signed form must be posted to us.
Your DDR must be received at least 5 days before the next debit date for your AIP to begin, or for any requested changes to take effect.
Post your completed original DDR to:
AIP APPLICATION
PLANTATION CAPITAL LIMITED
PO BOX 532
CANTERBURY VIC 3126
Managing Your AIP
Once enrolled, you can cancel, suspend, or change your AIP at any time by giving at least 7 days’ notice.