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     5 September 2010
 

Transfers

Investors may, with the consent of Opus Capital as Manager, transfer all or any of their units to another party by lodging completed transfer documents with Opus Capital in accordance with the Constitution.

Following a regulatory Government amendment dated 30 January 2008 the Anti-Money Laundering / Counter-Terrorism Financing Legislation has come into effect for Managed Investment Schemes as of 31 January 2008.

Any New Entity investing in any Opus Fund must be verified with certified copies of AML documentation either certified by their Adviser or a Justice of the Peace (JP). Existing investing entities do not need to be verified.

Please ensure the Buyer provides full bank details, tax file numbers and Adviser details.

Investors should contact Client Services on 1300 889 100 for assistance to complete the necessary documentation.

Opus Capital has no obligation to buy back or redeem any units.

Download

Transfer Form