Companies (including Trustee Companies)

Information

Please have the following information on hand:

  • Company Name*; AND
  • Registered Office Address; AND
  • Main Place of Business; AND
  • ACN* and ABN (if applicable); AND
  • PTY or LTD*; AND
  • If PTY LTD, names of each Director; AND
  • The details of the company’s Beneficial Owners*

Trustee companies do not need to provide an ABN or Tax File Number.

Verification

To verify the required fields please provide either:

  • The most recent Annual Company Statement issued by ASIC (note an ASIC Company Summary is not sufficient); or
  • An ASIC Company Extract (again, not an ASIC Company Summary) that can be obtained for a fee from the ASIC Connect website.

If you are applying online you can an uploaded an uncertified original electronic document.

If you are applying offline you will need to have your printed copy certified.

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.