Australian Equities Fund

New Investors

  

( Existing investor? please click here )

Please follow the 4 easy steps to invest in the Pengana Australian Equities Fund:

Read the Financial Services Guide the current Product Disclosure Statement (PDS) and any updated information on the Reports and Resources Page:

Complete the Application Form found in the PDS

Send the completed Application Form and required Anti Money Laundering (AML) identification document(s) to the Administrator:

  • BNP Securities Services

    PO Box R209

    Royal Exchange NSW, 1225

    Attention: Unit Registry,

    Pengana Australian Equities Fund
  • Due to AML legislative requirements, we cannot accept an ‘Application Form for New Investment’ by facsimile or email.

Transfer funds to Pengana

  • Transfer your application monies:
  • Cheques – payable to:

    “BNP Paribas Nominees Pty Limited ATF Pengana Australian Equities Fund Applications Trust Account”
  • EFT or Direct Deposit:

    Account Name: BNP Paribas Nominees Pty Limited ATF Pengana Australian Equities Fund Applications Trust Account

    Bank: Westpac Banking Corporation

    BSB: 032-002

    Account Number: 626863

In addition, if you are paying the application monies by EFT or direct deposit you must ensure your investor name is recorded as a narrative on the payment. BNP must receive the completed application form, any required proof of identity documents and cleared funds prior to the processing cut-off time (2pm AEST each business day). Applications received after this cut off time will be allocated units at a price as at close of business on the next business day after the application has been received.

Existing Investors

Read the Financial Services Guide the current Product Disclosure Statement (PDS) and any updated information on the Reports and Resources Page:

Written request

Transfer Funds

  • Arrange for funds to be transferred to the following account:
    Account Name: BNP Paribas Nominees Pty Limited ATF Pengana Australian Equities Fund Applications Trust Account

    Bank: Westpac Banking Corporation

    BSB: 032-002

    Account Number: 626863
  • Please also ensure that your investor name is recorded as a narrative on the payment so we can identify your moneys.
  • Alternatively, you may pay by cheque. Please cross cheque “not negotiable” and make payable to "BNP Paribas Nominees Pty Limited ATF Pengana Australian Equities Fund Applications Trust Account".

Send your written request to the Administrator:

  • By mail:

    BNP Securities Services PO Box R209 Royal Exchange NSW, 1225 Attention: Unit Registry Pengana Australian Equities Fund
  • By facsimile: +61 2 9006 9080 Please include The Fax Cover Sheet

It is important to ensure your investor name is recorded as a narrative on the payment – otherwise your monies cannot be identified. Failure to do this may cause processing delays and additional costs to you.



BNP must receive the completed Application For Additional Investment Form and cleared funds prior to the processing cut-off time (2pm Australian eastern standard time each business day). Additional investment applications received after this cut-off time will be allocated units at a price as at close of business on the next business day.

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