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Hi there! Welcome to the new look Pendal website... Take a two minute tour to see what we’ve changed.
Mainstream Online Web Portal
LoginInvestors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.
Pendal Geared Imputation Fund direct non-advised investor application
December 18, 2023
Effective 1 December 2023, Pendal will not accept applications from direct non-advised investors (an investor without a financial adviser) in the Pendal Geared Imputation Fund (Fund).
The Fund invests in a geared portfolio of shares and securities. Gearing means borrowing to invest and therefore magnifies both potential investment gains and losses. This means that returns are higher during a rising market and losses are greater during a falling market (in each case less the interest paid on the borrowings (compared to a similar investment that is not geared).
Due to the additional risk associated with the Fund’s geared investment strategy, compared to a conventional Australian share fund, the Pendal Geared Imputation Fund will only accept applications from direct investors who have received personal financial product advice.
If you wish to invest in the Fund, please seek personal advice from a financial adviser and include the confirmation of advice with your Application Form, alternatively the Adviser can complete the relevant Adviser section on the Application Form.
This Important Update has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332, AFSL No 431426 and the information contained within is current as at 15 December 2023. It is not to be published, or otherwise made available to any person other than the party to whom it is provided.
PFSL is the responsible entity and issuer of units in the Pendal Funds specified in this Important Update. Product disclosure statements (PDSs) and target market determinations are available for the Funds and can be obtained by calling 1300 346 821 or visiting www.pendalgroup.com.
You should obtain and consider the PDS for each Fund before deciding whether to acquire, continue to hold or dispose of units in any of the Funds. An investment in the Funds is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested.
This Important Update is for general information purposes only. It should not be considered as a comprehensive statement on any matter and should not be relied upon as such. It has been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on this information, consider its appropriateness having regard to their individual objectives, financial situation and needs. This information is not to be regarded as a securities recommendation.
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