The process of investment has been simplified into two simple steps, firstly selecting your investment and secondly completing your application forms.
1. Select your investment
There are two products on offer for your investment. Trilogy Enhanced Cash, and the Trilogy Monthly Income Trust. To decide which investment is right for you, review the features, benefits and risks of each investment in the Product Disclosure Statement (PDS) and consider consulting a Financial Adviser.
Current PDSs available at:
Trilogy Enhanced Cash
Trilogy Monthly Income Trust
The PDS contains full details of the terms and conditions of investment and should be read in full, particularly the risk section, prior to lodging any application or making a further investment. We recommend you consult a licensed Financial Adviser prior to making an investment.
2. Decide your gift percentage and complete the forms
You are able to gift any percentage of your distribution income. Once you’ve decided the amount you wish to invest, you can then consider the percentage of your distribution that you wish to gift.
You will need to complete the following:
- An application form to invest (one per investment product)
- A distribution nomination form to direct an agreed percentage of your investment income to Cure Cancer Australia
Trilogy Funds will arrange for the payments of monthly income to Cure Cancer Australia on your behalf, as per the direction you provide on your distribution nomination form.
Upon completion of the forms, send them to Trilogy Funds. There are two options to choose from:
Option 1: Email
Scan and email your application to firstname.lastname@example.org
Option 2: Free post
Trilogy Funds Management Limited
Reply Paid GPO Box 1648
Brisbane QLD 4001
The income you have directed as your donation to Cure Cancer Australia will be transferred to Cure Cancer Australia on your behalf. As a registered charity, with Deductible Gift Recipient (DGR) Status, you may be entitled to an income tax deduction in respect of your donation. Please seek advice on your personal circumstances.