Welcome to the PrivateInvest Select Mortgage Fund

About this application

This Application Form relates to the offer of Units in the PrivateInvest Select Mortgage Fund under the Information Memorandum issued by PrivateInvest Capital Securities Limited ACN 611 892 249 (Trustee). The Trustee holds an Australian Financial Services License No 491287 (AFSL).

It is a legal requirement that all investors download and read the offer documents for the PrivateInvest Select Mortgage Fund and that you read these in full and the acknowledgements contained in this Application Form before applying for Units.

This Application is open to Wholesale or Sophisticated investors from Australia and overseas EXCEPT the US.

What do you want to do?

This online application process is powered by OLIVIA123. Please read the following before selecting which option suits your situation:

If you have previously started an online application for this Application and have not submitted it choose "Continue an existing application"

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About the application process

Collect and confirm the applicant's details

Satisfy the Australian government's Anti-Money Laundering and Know Your Client requirements

Agree to the Application terms and conditions and submit the completed application for processing.

Investment Details

Proof of Identity

Submit Application

About you

If you've used Olivia123 to apply for this or any other fund, please login now

If you haven't used Olivia123 to apply for a fund before, please provide your details so we can contact you about your application.

If you are filling in this application as an advisor please enter YOUR details here. You will enter your investor's details later.

First name

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Last name

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Email address

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Mobile phone number

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Password (8+ characters, upper and lower case letters, numbers, and symbols)

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I am filling in this application as:

The investor, or one of the investors

An advisor or representative of the investor/s

I am investing as:

An individual or joint individuals

A company

A self managed super fund

Other type of fund or a trust

A partnership

It is a legal requirement that all investors read the current offer documents for the PrivateInvest Select Mortgage Fund prior to proceeding.

Download Information Memorandum Now

I/We have read, understand and agreed to the Application terms and conditions contained in the Information Memorandum

I/We have read and understood the Terms and Conditions and Privacy Policy of Olivia123 and agree to provide my/our personal information to Olivia123 for the purposes of completing this application form.

I confirm I am NOT a US investor

I/We confirm I am/We are a Wholesale or Sophisticated Investor as outlined here

If you are intending to invest less than $500,000 you will need a sophisticated investor qualifying certificate from your accountant. If required, you may download a blank certificate here to provide to your accountant to complete.

Welcome to the PrivateInvest Select Mortgage Fund

About this application

What do you want to do?

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