Identification Forms - Anti Money Laundering

Credit Card Payment
File size: 17Kb
Pages: 1

Download AML ID Forms

To request debits from credit card for; the LM First Mortgage Income Fund (12 month or 24 month terms) and the LM Savings Plan.

*Additional Investments & Savings Plan
File size: 22Kb
Pages: 2

Change of Investor Details
File size: 17Kb
Pages: 1

To make an additional investment into an existing account and/or make changes to a savings plan investment.

To update address, contact and/or bank account details.

Direct Debit Request
File size: 12Kb
Pages: 2

Redemption of Funds
File size: 25Kb
Pages: 2

To provide authorisation to directly debit funds from a nominated bank account. Please note: To change a direct debit amount please send request in writing by fax or mail to LM Investment Management Ltd. Please include your account number.

To withdraw funds from an existing investment for return to a nominated bank account. Please Note: Payment by cheque is not available.

*Switch Term
File size: 22Kb
Pages: 2

Change of Interest Details
File size: 17Kb
Pages: 2

To switch the term of a current investment within a fund.

To change method of interest distribution; either re-investing or direct credit payment to nominated bank account.

Split Distribution Form
File size: 22Kb
Pages: 2

The LM Currency Protected Australian Income Fund Redemption/Rollover of Funds Form
File size: 53Kb
Pages: 2

This form may be downloaded to request a portion of your LM First Mortgage Income Fund monthly distributions to be paid to your nominated bank account.

All forms will require the signature of the investor. In the case of joint or company accounts, all signatures on the original application will be required.

* Investors must have read and considered the current Product Disclosure Statement (PDS) before deciding whether to acquire or continue to hold an investment.