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SILC Cash Optimiser Fund Online Application
Important
Fund Name: SILC Cash Optimiser Fund
Trustee Name: Specialised Investment and Lending Corporation Ltd (SILC)
Investment Manager Name: SILC Portfolio Solutions Pty Ltd
Information Memorandum Date: 23 January 2025
Apply to Make a New Investment
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) and other satisfactory identification documents.
It is a legal requirement that all investors download and read the current offer documents for the SILC Cash Optimiser fund prior to proceeding.
I/We have read, understand and agreed to the fund terms and conditions contained in the
Information Memorandum.
I/We have read and understood the
Terms and Conditions
and
Privacy Policy
of LAB Group and agree to provide my/our personal information to LAB Group and The SILC Group for the purposes of completing this application form.
I/We confirm I am/We are a Wholesale or Sophisticated Investor as outlined
here.
If you are intending to invest less than $500,000 you will need a wholesale investor qualifying certificate from your accountant. If required, you may download a blank certificate
here
to provide to your accountant to complete.
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.
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
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