How to invest

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Are you an individual looking to invest in:

Platinum Unit Trusts
Platinum Global Fund

Step 1: Choose a unit trust that is appropriate for you

  • We offer a range of unit trusts that target different investment objective and are exposed to different levels of risk
  • View our range of funds to find one that is appropriate to you.
  • It is very important that you familiarise yourself with all the detail in the funds minimum disclosure document before you make your decision to invest. If you are not confident of need more information, we recommend that you consult a financial advisor.

Step 2: Get the required documents ready for your application

  • Proof of identity (certified)
  • Proof of bank details (certified and not more than 3 months old)
  • Proof of residence (not more than 3 months old)

Step 3: Complete and submit the application form

Step 4: Wait for confirmation

  • Boutique collective investment will contact you to advise you on how payment is to be made. a) This will be once all documentation is received and your account is opened
  • You will receive an email confirmation once your investment is finalised.

IMPORTANT: In the event of you experiencing any problems with the above process, please contact us for assistance.

Email: admin@platinumportfolios.com Phone: +27 11 262 4820

Step 1: Get all the required documents ready for you to apply

  • Proof of identification (certified)
  • Proof of banking details (certified)
  • Proof of residence (certified)
  • Proof of Tax Number (certified)

SOUTH AFRICAN INVESTORS PLEASE NOTE:
For amounts over the R1 million annual discretionary allowance we will require a copy of the SARS Tax Clearance Certificate.

Step 2: Complete and submit application

  • Download, complete and sign
  • Submit the fully completed application form and supporting documents to the Email: info@platinumportfolios.com

Step 3: Wait for Confirmation

  • Once the account has been opened, you will receive an email with your account number and the USD banking details to use for the deposit.
  • Once the account has been opened you will receive an email confirmation that your investment has been finalised.

In the event of experiencing any problems with the above process, please contact us for assistance.

Email: info@platinumportfolios.com
Phone: +27 11 262 4820