As part of our ongoing commitment to improving our investor experience, on 17 May 2021 we transitioned unit registry services of the Antipodes Global Fund – Long, Antipodes Global Fund, and Antipodes Asia Fund from RBC Investor Services to Citi. While the transition results in a change to existing unitholder account numbers, it includes a significant number of benefits including access to a simple and easy-to-use online investor portal.
All unitholders should have received a new Investor Number.
One of the key benefits of the transition is that investors will be able to manage their holdings via Pinnacle’s secure and accessible online Investor Portal. Existing investors will need to register for the Pinnacle Investor Portal by visiting the Online Investor Portal Registration page and following these steps:
You will then have access to a single online interface to:
Financial advisers will benefit by having a consolidated view of their clients’ holdings via the one login. Advisers can only link one email address and one mobile phone number to their Pinnacle Investor Portal account.
Should you have any questions regarding the Pinnacle Investor Portal, please call Pinnacle on 1300 010 311 (International +61 2 8970 7750) or email email@example.com.
An updated PDS and investor forms reflecting new unit registry details are available on the website from 17 May 2021. If transacting via paper form, please ensure you submit instructions to the updated postal address and transfer funds to the new bank account.
To ensure all forms are processed promptly, please use the latest versions available on the website.
The most efficient method of transacting is via the Pinnacle Investor Portal, as it eliminates the need for paper documentation and processing delays.
The new unit registry postal address and contact details are:
c/- Citi Unit Registry Australia
Melbourne VIC 3001
Phone: 1300 010 311
Fax: +61 1300 102 151
All forms should be mailed or faxed directly to Citi. Please note that all documentation, including new applications and redemptions received by RBC after Friday 14 May will be rejected. We have arranged for a one-week grace period to allow unitholders to adjust to the transition.
New application bank account details are:
Payee: Pinnacle Application
BSB: 242 000
Account number: 208 953 028
Reference: Your New Investor Number
Please note that all funds received by RBC after Friday 14 May will be rejected. We have arranged for a one-week grace period to allow unitholders to adjust to the transition.
From 17 May 2021, investors will need to use their new investor number issued by Pinnacle when submitting instructions. The new investor number replaces the previous account number and client number. New investor numbers will appear on all statements from 31 May 2021. If investors are unable to access their new investor number, please call Pinnacle on 1300 010 311 or email firstname.lastname@example.org.
If you have any questions about this change, please contact Pinnacle during business hours on 1300 010 311 (Australia) or +61 2 8970 7750 (International) or via email at email@example.com.