HOW TO INVEST
Determine if you are Wholesale or Retail client
​
Step 1. Read the Information Memorandum or Product Disclosure Statement
Wholesale clients: read the Information Memorandum
Retail clients: read the Product Disclosure Statement issued by Primary Securities Ltd. We also recommend retail clients seek financial advice.
Read the Target Market Determination.
​
Step 2. Complete the Application Form
If you decide to invest, you can complete and submit an online Application Form:
Existing Investor Application
Individual Trustee Application
Individual / Joint Application
Alternatively, you can print, complete, sign and return the paper copy of the Application Form to the address below.
​
Step 3. Identify Yourself
If you are a new Investor, you must provide the Fund with appropriate certified identification documents, as required by the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (Cth).
​
​Step 4. Electronic Funds Transfer
Transfer funds electronically to the fund account provided in the application form. Please use your name as a reference, to ensure there is no delay in allocating your Units in the Fund.
If you have completed the paper form, please send it with the required certified documents to:
Ready Set Funds Management
L2/696 Bourke st
Melbourne VIC 3000
Primary Securities Ltd, the Trustee of Ready Set Short Term Rental Fund, processes applications, and issues Units at the beginning of each month.