PEET SYNDICATE FUND INVESTMENTS

PEET SYNDICATE FUND INVESTMENTS

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Funds & Investing / Forms

Please download & complete the relevant form(s) below to notify us of any changes you wish to make in regard to your investments with us.

Please post or fax your completed form(s) to the relevant contact at Peet:

Syndicate Investments:
Securities Administrator


 

Property Funds:
Funds Management Administrator 

Peet Limited
PO Box 7224
Cloisters Square WA 6850
Fax: (08) 9481 4712

c/o- Computershare
PO Box D182
Perth WA 6840
Fax: (08) 9323 2033

PIPF Banking & Limited Liquidity Facility Forms

 PIPF Direct Credit Form

Under the Liquid Facility Agreement, the Facility Provider agrees to buy up to $100,000 worth of Units from Unitholders each calendar quarter, being quarters ending 31 March, 30 June, 30 September and 31 December.

The Facility Provider will pay the issue price under the most current PDS less 5% for each Unit. Unless you hold more than $100,000 worth of Units, you must offer to sell all of the Units you hold.

To sell Units you will need to complete and sign the PIPF Unitholder Sale Notice Form and PIPF Unit Transfer Form and warrant that the Units being transferred are free from any encumbrances and are legally able to be transferred.  If you want to sell your Units through the facility in a particular calendar quarter, you will need to contact the Responsible Entity before the end of that calendar quarter.

 PIPF Unitholder Sale Notice Form

 PIPF Unit Transfer Form

Buy, Sell or Transfer Shares/Units (Syndicates/Trusts)

If you wish to register your interest in buying or selling shares/units in syndicates/trusts managed by Peet Limited, you will need to complete a Buyers' or Sellers' Authority Form, for trusts/syndicates as appropriate, and return it to us.

If you wish to transfer shares/units in trusts/syndicates managed by Peet Limited you will need to complete a Transfer Form. For syndicates return the completed transfer form to us, for trusts, return it to Computershare.

Full instructions for Buying, Selling and Transferring are available online. Please ensure you follow these instructions so that your application can be processed promptly.

 Buyers' Authority Form (Trusts)

 Buyers' Authority Form (Syndicates)

 Sellers' Authority Form (Trusts)

 Sellers' Authority Form (Syndicates)

 Transfer Form

Tax File Number Notification

If you are buying, selling or transferring shares/units in syndicates/trusts managed by Peet Limited, you will also need to provide your Tax File Number (TFN) using the TFN Notification Form, if you have not done so already. If we don't have your TFN, we may be required by the ATO to withhold tax on future payments at the highest marginal rate.

 TFN Notification Form

Change of Details

If any of your contact details have changed, please sign and complete the Change of Details form and return it to our office (for syndicates) or Computershare (for trusts) at your earliest convenience. If the amendment is a change of name, please send a certified copy of any document that would support this change with the form, e.g. marriage certificate, etc.

 Change of Details Notification Form

Replacement Certificates

If you cannot find your original share/unit certificate, a replacement certificate can be reissued at your request. Please complete the Lost or Destroyed Share Certificate statement and return this by post to us (for syndicates) or Computershare (for trusts). Upon receipt of this statement, the necessary changes will be made to the register and the reissued certificate will be sent to you.

 Lost or Destroyed Share Certificate Form

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