Investor Forms
The forms provided below are essential for the security of your investment details. You can make changes to your personal details with First Charter or the way in which your investments are administered by First Charter.
Experienced Investors Profile Form
This form is to be completed by investors who are classed as experienced investors and must be completed prior to application of any First Charter Managed Fund or Public Syndicate.
Sophisticated Investors & Accountants Declaration Form
This form is to be completed by investors who are classed as Sophisticated Investors and must be completed prior to application of any First Charter Investment Fund or Public Syndicate.
Professional Investors Declaration Form
This form is to be completed by investors who are classed as Professional Investors and must be completed prior to application of any First Charter Investment Fund or Public Syndicate.
SBIT Establishment Forms
This form is to be completed by participants who whish to estbalish a Super Instalment Trust facility to purchase a property via a super fund using borrowed funds.
Investor Identification Form.
Complete this form to lodge with each application form for investment into a Investment Fund
Flyers
Super Borrowing Instalment Trusts Short Flyer
Brief Summary of the Super Borrowing Insalment Trust Service
Information Memorandumns
Super Borrowing Instalment Trust Service Information Memorandumn
Detailed information about the Super Borrowing Inforamtion Service with flowcharts