Investor Forms: LM Investment Management
All LM forms relating to investment in the LM funds are listed below by Fund.
We recommend investors contact their financial adviser and read the relevant Product Disclosure Statement and/or Information Memorandum prior to making an investment decision, or completing any LM forms.
You will need Adobe Acrobat Reader to view them.
Closed LM Mortgage Funds
The below forms must be completed and submitted to LM for changes to investments in the following LM funds, which are closed for new investment:-
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LM First Mortgage Income Fund
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LM Currency Protected Australian Income Fund
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LM Institutional Currency Protected Australian Income Fund
All forms require the signature of the investor. In the case of joint or company accounts, all signatures on the original application will be required.
Under Australian legislation, and as regulated by the Australian Securities and Investment Commission (ASIC), fund managers of investment funds such as the LM funds must provide specific disclosures relating to fund information, to minimise the risk of misleading investors, or investor misunderstanding. As a Responsible Entity and manager of the LM income funds, LM is required to display the following disclosures relating to the content of this web page.
LM requests investors consult a financial adviser before making an investment decision, as LM is not licenced to give advice. Investors must have read and considered the Part 1 & 2 of the current Product Disclosure Statement (PDS), including any Supplementary Product Disclosure Statement (SPDS), and/or Information Memorandum (IM) before deciding whether to acquire or continue to hold an investment in any of the fund products issued by LM Investment Management Ltd (Administrators Appointed).
PRODUCTS AND SERVICES ARE NOT AVAILABLE TO THE HONG KONG PUBLIC.