Investor Withdrawals / Redemptions

To withdraw your funds from a First Mortgage Trust Fund you must complete a Notice of Redemption.
Withdrawals are normally actioned twice a week (on Monday and Thursday) and we generally action withdrawals within four business days of receiving your completed Notice of Redemption.
We will need to receive a completed and signed Notice of Redemption by the close of business on Tuesday for processing on the following Thursday, and by the close of business on a Thursday for processing the following Monday. (If a Public Holidays falls within these dates we may require an extra day to process the transaction.)
A Notice of Redemption must be for at least 100 units or the whole amount of your investment if the balance of your investment is less than 500 units.

Wanting to withdraw funds?

You can download the Notice of Redemption and email the completed form to [email protected]

 

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              Complete this questionnaire to see what type of fund might be the most tax effective for your circumstances. Please note, this is just a guide and we recommend you seek professional tax advice.

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              Other investor types should seek professional tax advice.
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              Disclaimer – This tool is intended to provide general guidance only. This tool does not take into account your particular financial situation, objectives or goals.

              There are alternative strategies which may provide better outcomes, we recommend you seek independent advice before making any investment decision. If you have completed this guide and wish to discuss this, we recommend you seek professional tax advice.