Withdrawals - First Mortgage Trust

Important Change to Quarterly Distribution Dates

As per previous communications, our distribution schedule has changed. This quarter’s distribution will be paid out by end of business on 3 July 2025.

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Investor Withdrawals

To withdraw your funds from a First Mortgage Trust Fund you must complete a Notice of Withdrawal.

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 Withdrawal.

We will need to receive a completed and signed Notice of Withdrawal 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 Withdrawal 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.

Withdrawals Dates for the upcoming quarter

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

Last date for processing withdrawals – Monday 24 March

We need to receive completed and signed Notices of Withdrawal to be received on or before Thursday 20 March

Next processing date for withdrawals in April – Thursday 3 April

We need to receive completed and signed Notices of Withdrawal on or before Friday 28 March.

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Which type of fund is right for me?

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.

Are you investing as an individual or trust?

An individual A trust

Other investor types should seek professional tax advice.

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Individual

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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.