Click on the form you require to download. You will need Adobe Acrobat Reader to view them.
LM Australian Income Fund - Currency Protected forms
LM Cash Performance Fund forms
LM Managed Performance Fund forms
Miscellaneous forms
LM First Mortgage Income Fund / LM Savings Plan forms (closed for new investment)
LM Currency Protected Australian Income Fund forms (closed for new investment) |
| |
LM Australian Income Fund - Currency Protected forms |
Additional Investments Form
File size: 51KB
Pages: 2 |
|
LM Australian Income Fund - Currency Protected Rollover/Redemption of Funds Form
File size: 68KB
Pages: 3
|
To make an additional investment into an existing account and/or make changes to an existing investment in accordance with AML requirements. |
|
This form may be downloaded to request a withdrawal or rollover on maturity for investments in the LM Australian Income Fund - Currency Protected. Please note: Payment by cheque is not available. |
| |
Direct Debit Request Form
File size: 46KB
Pages: 2 |
|
Credit Card Payment Form
File size: 147KB
Pages: 2 |
To provide authorisation to directly debit AUD funds only from a nominated bank account. Please note: To change a direct debit amount please send request in writing by fax, mail or scan and email to LM Investment Management Ltd, also including your account number. |
|
To request debits from a credit card for LM Australian Income Fund - Currency Protected AUD investments only. A 1.65% merchant fee applies.
|
| |
LM Cash Performance Fund forms
|
|
Additional Investments Form
File size: 51KB
Pages: 2 |
|
LM Cash Performance Fund Rollover/Redemption of Funds Form
File size: 65KB
Pages: 3 |
To make an additional investment into an existing account and/or make changes to an existing investment in accordance with AML requirements. |
|
This form may be downloaded to request a withdrawal or rollover on maturity for investments in the LM Cash Performance Fund. Please note: Payment by cheque is not available. |
| |
Direct Debit Request Form
File size: 46KB
Pages: 2 |
|
|
To provide authorisation to directly debit AUD funds only from a nominated bank account. Please note: To change a direct debit amount please send request in writing by fax, mail or scan and email to LM Investment Management Ltd, also including your account number. |
|
|
| |
LM Managed Performance Fund forms |
|
Additional Investments Form
File size: 51KB
Pages: 2 |
|
LM Managed Performance Fund Rollover/Redemption of Funds Form
File size: 66KB
Pages: 3 |
To make an additional investment into an existing account and/or make changes to an existing investment in accordance with AML requirements. |
|
This form may be downloaded to request a withdrawal or rollover on maturity for investments in the LM MPF. Written notification must be received by LM 90 Gold Coast business days prior to maturity. Please note: Payment by cheque is not available. |
| |
Direct Debit Request Form
File size: 46KB
Pages: 2 |
|
Credit Card Payment Form
File size: 147KB
Pages: 2 |
To provide authorisation to directly debit AUD funds only from a nominated bank account. Please note: To change a direct debit amount please send request in writing by fax, mail or scan and email to LM Investment Management Ltd, also including your account number. |
|
To request debits from a credit card for LM Managed Performance Fund AUD investments only. A 1.65% merchant fee applies. |
| |
Miscellaneous forms |
|
Change of Investor Details Form
File size: 342KB
Pages: 4 |
|
Change of Interest Details Form
File size: 53KB
Pages: 2 |
To update address, contact and/or bank account details in accordance with AML requirements. |
|
To change method of interest distribution; either re-investing or direct credit payment to nominated bank account. |
| |
|
Anti Money Laundering (AML) Identification Forms
|
|
*Switch Form
File size: 79KB
Pages: 4 |
Download AML ID Forms |
|
To switch the term, product or currency of a current investment within an LM fund. |
| |
Please Note: THE FOLLOWING FUNDS ARE CLOSED FOR NEW INVESTMENT |
LM First Mortgage Income Fund / LM Savings Plan forms (Closed for new investment) |
LM First Mortgage Income Fund Rollover/Redemption of Funds
File size: 68KB
Pages: 3 |
|
*Switch Form
File size: 79KB
Pages: 4 |
To request a withdrawal or rollover on maturity for investments in the LM FMIF. Written notification must be received by LM five (5) Gold Coast business days prior to maturity. Please note: Payment by cheque is not available. |
|
To switch the term, product or currency of a current investment within the LM First Mortgage Income Fund. |
| |
LM Currency Protected Australian Income Fund forms (Closed for new investment)
LM Institutional Currency Protected Australian Income Fund forms (Closed for new investment)
|
LM Currency Protected Australian Income Fund/ LM Institutional Currency Protected Australian Income Fund Rollover/Redemption of Funds Form
File size: 67KB
Pages: 3 |
|
|
To request a withdrawal or rollover on maturity for investments in the LM CPAIF and/or LM ICPAIF. Written notification must be received by LM five (5) Gold Coast business days prior to maturity. Please note: Payment by cheque is not available. |
|
|
| |
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.
* Full details on each of LM's investment funds are readily available via our extensive network of authorised financial adviser groups both domestically and abroad. LM requests investors consult a financial adviser before making an investment decision. Investors have read and considered the current Product Disclosure Statement and any Supplementary Product Disclosure Statement before deciding whether to acquire or continue to hold an investment in any of the fund products issued by LM Investment Management Ltd.
|
|
