La Trobe US Private Credit Fund Class B - Retail Units
Important
This Application Form relates to an investment in the La Trobe US Private Credit Fund Class B - Retail units ARSN 677 174 382 (Fund).
This Application Form should be completed after you have considered the Product Disclosure Statement (PDS) for the product. You can access the PDS by clicking
here
or by calling 1800 818 818. The Target Market Determination (TMD) for the product is available
here
.
Verification of identity must be completed electronically to a third party engaged by La Trobe Financial. You will be required to provide your consent to La Trobe Financial disclosing your personal information to a third party if you choose to have your identification verified electronically. These checks do not impact your credit rating.
This Application Form is not for use in, and may not be delivered to or inside, the United States of America, or to U.S. Persons (see page 52 of the PDS).
Existing investors in the La Trobe US Private Credit Fund do not need to complete this Application Form. Please contact us at 1800 818 818 or
[email protected]
to arrange additional investments.
Thank you for choosing to invest with us. This online application will take 10 to 20 minutes of your time.
To complete this application, you will need:
A valid email address and mobile phone number
Bank account details in the name of the registered account holder
Drivers licence, passport or Medicare card details for the applicant(s)
Before you start, read our
Privacy Policy
.
Once you select
Next
(below) to proceed with this application, you are agreeing to our Terms and Conditions.
Account type
Select your account type
Individual
A natural person.
Joint
Two or more individuals.
Sole Trader
An individual operating a business and registered as a sole trader, where the individual is the sole owner that controls and manages the business.
Company
A company registered as an Australian proprietary company, an Australian public company, or a foreign company.
Trust or Superannuation Fund
A trust with individual trustees or a company trustee as laid out in the trust deed. Types of trusts include self-managed superannuation funds, family or discretionary trusts, registered trusts (such as managed investment schemes or government superannuation funds), charitable trusts, or any other trust.
Association
An association registered as an incorporated association under a relevant state or territory law, or an unincorporated association.
Partnership
A partnership between two or more individuals who distribute income or losses.
Trustee type *
Individual Trustee(s)
A trust where one or more individuals are trustees of the trust.
Corporate Trustee
A trust where a company is the trustee of the trust.
Submit your application *
Online
Print, sign and post
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