How to invest with Whitefield

Please Note:

The following information is limited in scope and general in nature. 
It does not take into account your specific financial situation, needs
or objectives.  

Whitefield’s investment companies are listed on ASX. This means that investors can buy a share in a Whitefield fund, just the same as buying any other ASX-listed share.

STEP 1

Consider if an investment
is right for you

All investment involves a level of risk. Prior to investing it is important that you understand your proposed investment and have made sure it meets your specific financial situation, needs and objectives.  Investors may wish to consult a financial adviser.

STEP 2

A broking or share trading account

To purchase shares in a Whitefield investment company, you need a share trading account with a stockbroker or an investment platform. You can find a list of stockbrokers and share trading platforms on the ASX website.

You must be over 18 years old and be an Australian resident with a valid Australian address to set up a share trading account.

STEP 3

Purchase your shares

Once you have your broking or share trading account established you can purchase shares in your chosen investment company. Your stockbroker may assist with this process.

Each investment company has a three letter ASX Code, or “ticker”, and you should be careful to ensure that you are buying shares in your preferred company, with the correct code.

You will also need to consider how many shares you wish to buy, based on the price of the shares on the day of trade. 

When you buy or sell shares you pay a brokerage fee for each trade. The brokerage fee is determined by your stockbroker or platform.

STEP 4

Once you have purchased shares

Shortly after you have purchased shares you will receive a welcome pack directly from the share registry. The welcome pack will provide you with instructions on:

  • Logging onto the share registry’s online portal;
  • Updating your shareholder details via the portal;
  • Providing bank details to receive dividends;
  • Electing to participate in dividend reinvestment plans (where applicable);
  • Providing your communication preferences (for dividend statements and other communications about your shareholding).
  • We encourage shareholders to set their communication preference to “email” to reduce paper wastage and improve cost efficiency.