How to Invest with CFMG Capital: A Simple Step-by-Step Guide
CFMG Capital offers a seamless investment process, guiding you from start to finish with ease. Follow these steps to begin your investment journey with confidence.
1
Complete and return the Due Diligence Questionnaire
Prior to commencing your investment with CFMG Capital, carefully review, complete and return the Due Diligence Questionnaire to ensure you fit within the target market of the chosen product.
2
Review the Product Disclosure Statement (PDS) and Offer Documents
Prior to commencing your investment, carefully review the Product Disclosure Statement (PDS) and all accompanying offer documents to ensure you have a comprehensive understanding of the investment opportunity.
3
Complete and Submit the Application Form
Once you are ready to proceed with your investment:
• Completing the online application form is the preferred method, however your application can be submitted via email, post, or DocuSign. Please confirm once you have reviewed the relevant documentation so that the form can be issued.
• Complete all required fields in the application form and provide your signature.
4
Provide Identification Documents
To meet regulatory compliance requirements, you must submit the appropriate identification documents:
• Email your identification documents to investorrelations@cfmgcapital.com.au.
• The specific identification requirements will depend on the entity under which you are applying. For detailed guidance, refer to Section 9.14 of the L&O PDS (page 32) or Sections 11.12–11.14 of the MIF PDS (pages 38–39).
5
Transfer Your Investment Funds
Transfer your investment amount to the nominated CFMG Capital account as outlined in the provided payment instructions. Funds can be transferred via Electronic Funds Transfer (EFT), cheque, or in person at your local bank branch. For larger transactions, an in-branch transfer may be advisable. In some cases, the bank teller may contact CFMG Capital to verify the transaction.
6
Unit Allotment
Units in the fund are allocated twice weekly. Once your funds have been received and processed, you will be issued a holding statement confirming your investment.
7
Final Step
Upon receipt of your investment, you will receive access to the Investor Portal and quarterly Investor Updates to keep you informed of your investment’s progress. As your investment approaches maturity, CFMG Capital will contact you to discuss maturity and rollover options.