Forms and Documents

Pella Global Generations Fund (Australia)
Pella Global Generations Fund (New Zealand)
Pella Global Generations Fund (Europe/UK)

Fund Overview

These documents assist you to determine if the Fund is appropriate for you

Corporate Authorise Representative update

Product Disclosure Statement
Application & Withdrawal Forms

These forms are used to make offline investments or withdrawals. The forms are also available in the online portal

Initial Application Form - Class B and C

Additional Application Form

Regular Saving Plan Form - Class B and C

Direct Debit Request Service Agreement

Change of Details

Withdrawal Form - Class B and C

Identification form - Form A - Individuals & Sole Traders

Identification form - Form B - Australian Companies

Identification form - Form C - Foreign Companies

Identification form - Form D - Australian Regulated Trusts

Identification form - Form E - Unregulated Australian Trusts & Foreign Trusts

Identification form - Form F - Partnerships

Identification form - Form G - Associations

Identification form - Form H - Co-operatives

Identification form - Form I - Government Bodies
Client Identification Forms

One of these forms must be included with the 'Application - Initial Investments' form. The form must match the legal entity you use for the initial investment. Please contact your financial advisor if you are unsure which form to use.

Form A Individuals & Sole Traders
Ratings and Research
Offer Documents

PDS - Class B, C.pdf

TMD - Class B.pdf

TMD - Class C.pdf

Information Booklet - Class A, B, C.pdf
Access to Communications
Following recent amendments to the Corporations Act; where you have provided us with your email address, we will now send notices of meetings, other meeting-related documents and annual financial reports (each a “Communication”) to you electronically unless you elect to receive these in physical form and notify us of this election. You have the right to elect whether to receive some or all of these Communications in electronic or physical form and the right to elect not to receive annual financial reports at all. You also have the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic or physical form.

Fund Overview

These documents assist you to determine if the Fund is appropriate for you

Corporate Authorise Representative update
Application & Withdrawal Forms

These forms are used to make offline investments or withdrawals. The forms are also available in the online portal
Client Identification Forms

One of these forms must be included with the 'Application - Initial Investments' form. The form must match the legal entity you use for the initial investment. Please contact your financial advisor if you are unsure which form to use.

Form A - Individuals & Sole Traders
Ratings and Research
Offer Documents

Product Disclosure Statement (PDS)

Statement of Investment Policy and Objectives (SIPO)

Other Material Information
Access to Communications
Following recent amendments to the Corporations Act; where you have provided us with your email address, we will now send notices of meetings, other meeting-related documents and annual financial reports (each a “Communication”) to you electronically unless you elect to receive these in physical form and notify us of this election. You have the right to elect whether to receive some or all of these Communications in electronic or physical form and the right to elect not to receive annual financial reports at all. You also have the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic or physical form.

Fund Overview

These documents assist you to determine if the Fund is appropriate for you

Corporate Authorise Representative update
Application & Withdrawal Forms

These forms are used to make offline investments or withdrawals. The forms are also available in the online portal

Initial Application Form Class B and C
Client Identification Forms

One of these forms must be included with the 'Application - Initial Investments' form. The form must match the legal entity you use for the initial investment. Please contact your financial advisor if you are unsure which form to use.

Form A - Individuals & Sole Traders
Ratings and Research
Offer Documents

Prospectus

Pre-contractual product disclosure – Annex

Sustainability related disclosures
Access to Communications
Following recent amendments to the Corporations Act; where you have provided us with your email address, we will now send notices of meetings, other meeting-related documents and annual financial reports (each a “Communication”) to you electronically unless you elect to receive these in physical form and notify us of this election. You have the right to elect whether to receive some or all of these Communications in electronic or physical form and the right to elect not to receive annual financial reports at all. You also have the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic or physical form.

Set up a meeting to discover more

We are committed to our clients.

If you would like more information about accessing our funds or want to learn more about our investment strategy, and how we can help your clients achieve stronger outcomes, please get in touch with us.

Contact

Joy Yacub
Head of Distribution

Steven Glass CFA
Managing Director & Investment Analyst

Get In Touch

Please reach out to our team if you have any questions, or if you would simply like to know more.

About Us

Funds

Invest

Policies & Procedures

ABN: 36 650 028 103

AFSL No: 541327

Pella Funds Pty. Ltd. is a Corporate Authorised Representative (No. 001289108) of Pella Global Pty. Ltd.
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Forms and Documents

These documents assist you to determine if the Fund is appropriate for you

These forms are used to make offline investments or withdrawals. The forms are also available in the online portal

One of these forms must be included with the 'Application - Initial Investments' form. The form must match the legal entity you use for the initial investment. Please contact your financial advisor if you are unsure which form to use.

These documents assist you to determine if the Fund is appropriate for you

These forms are used to make offline investments or withdrawals. The forms are also available in the online portal

One of these forms must be included with the 'Application - Initial Investments' form. The form must match the legal entity you use for the initial investment. Please contact your financial advisor if you are unsure which form to use.

These documents assist you to determine if the Fund is appropriate for you

These forms are used to make offline investments or withdrawals. The forms are also available in the online portal

One of these forms must be included with the 'Application - Initial Investments' form. The form must match the legal entity you use for the initial investment. Please contact your financial advisor if you are unsure which form to use.

Set up a meeting to discover more

Get In Touch

About Us

Funds

Invest

Policies & Procedures