Get Platinum Trust Funds Withdrawal Form

This guide provides a comprehensive overview of how to complete the PLATINUM TRUST FUNDS Withdrawal Form online. By following these instructions, users can efficiently navigate the process of requesting a withdrawal from their investment in the Platinum Trust Funds.

Follow the steps to fill out the Withdrawal Form correctly.

1. Click ‘Get Form’ button to obtain the Withdrawal Form and open it for completion.
2. In Section 1, provide your Investment Account Details. Enter your account number and the full account name.
3. In Section 2, specify your Withdrawal Instructions. Indicate the number of units or the specific A$ amount you wish to withdraw. Keep in mind that the minimum withdrawal is A$10,000 per fund.
4. Select the relevant fund from the list provided. You can withdraw from multiple funds as needed. Make sure to check your balance in each fund.
5. In Section 3, indicate how you wish to receive your payment: via A$ cheque, NZ$ cheque, or directly to your financial institution.
6. If you are opting for payment to a new financial institution account, complete Section 4 with the account details, ensuring that the account is in the Investor’s name and from an Australian or New Zealand resident financial institution.
7. In Section 5, provide your signatures. Ensure that the signatures match the signing authority held by Platinum for your Investment Account.
8. After completing all sections, review the form for accuracy. You can then save changes, download, print, or share the form as per your requirements.

Complete your PLATINUM TRUST FUNDS Withdrawal Form online today!