APPLY

HOW TO INVEST

Investing in the Fund is easy. Simply follow these three steps

1

Read this PDS and obtain professional financial and taxation advice about how it applies to your personal situation.

2

To apply online, click here:

If you would like a paper form, download here: New investor  |  Wholesale Investor  |  Existing Investor

3

To make payment into the fund:

Cheque
Made payable to: Burman Investment Management Limited ATF Burman Australian Concentrated Shares Fund

Electronic Funds Transfer or Direct Deposit
Bank: ANZ
Reference: ‘Investor surname/company or trust name’ (as applicable)
Account name: Burman Investment Management Ltd
BSB: 012-006
Account number: 838 164 869

DOWNLOAD FORMS:

FREQUENTLY ASKED QUESTIONS

The initial minimum investment into a fund is $50,000. After the initial investment, you can add or withdraw funds in lots of $500.

You can call us on 1300  650 484 or email us at support@burmaninvest.com.au

Existing investors can complete the additional application form

We process investments and withdrawals on the 15th calendar date of each month, using the unit price that applies on that day. To make an investment or withdrawal in a particular month, please send us a completed and signed application form and investment amount or withdrawal request by 5 pm (Sydney time) three business days before the 15th calendar date of the month. Transactions received after that time will be processed the following month.

If your application form is incomplete or unsigned, we will contact you as soon as we can to rectify this. Once you have sent us a complete, signed application together with investment monies, we will process it on the next monthly transaction date, subject to the above cut-off time.

You can redeem some or all your investment by either mailing or emailing us a completed withdrawal form or sending us a written notice of withdrawal. Withdrawals will generally be paid to your nominated Bank Account within five business days (or 14 business days if you wish to be paid by cheque).

We advise investors on their most critical issues and opportunities

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We will be opening our Burman Australian Shares Fund to new investments in January 2020. 

To keep informed and updated, please leave your details below: