Investors

• Armytage Australian Equity Income Fund - PDS
• Armytage Strategic Opportunites Fund - PDS
• Armytage Asian Fund - Infrastructure & Real Estate - PDS

Before investing in the Armytage funds, you should carefully read the Product Disclosure Statement (PDS). This document contains important information regarding the funds. Download a copy of the PDS from our site or contact us for a hard copy to be mailed to you.

To invest in the Armytage funds, you will need to complete the application form included in the PDS.

Please sign and date where indicated and forward all pages of the application form to the following address:

RBC Dexia Investor Services Trust
Attention: Unit Registry Department
GPO Box 4537 Melbourne VIC 3001
Fax: (02) 8262 5492

Payment for your application may be made by cheque or via electronic funds transfer. If paying by cheque, please forward with your application form to the above address.

Should you wish to remit funds via electronic funds transfer, please refer to page 12 of the application form in the PDS.

Financial Advisers

Access to the Armytage Australian funds is also available via the following platforms 

Fund	BT Wrap	Navigator	Macquarie Wrap	Asgard	Netwealth	Wealth Trac
Armytage Enhanced Leaders Fund
Armytage Strategic Opportunities Fund
Armytage Asian Infrastructure & Property Fund

Individual investors are required to have a financial adviser before investing in the Ralton SMA Model Portfolios.

Financial advice professionals can only access the Ralton SMA Model Portfolios for their clients through administration services that are purpose-built for managed accounts. Basic information for each of the SMA services that offer the Ralton SMAs is provided in the table below. For further information on any of these services, or to request a Product Disclosure Statement or Financial Services Guide, please contact the relevant organisation directly at the client services number listed below and/or refer to their website.

If you are an adviser

Raltom SMA	For further information or to request a PDS/FSG
	AMP Personalised Portfolio Service (ARSN 131 208 841) www.amp.personalisedportfolio.com.au	1300 423 079 personalisedportfolio@amp.com.au
	Blackrock Customised Portfolio Service www.blackrockinvestments.com.au/cps	1300 366 101 cps@blackrock.com
	Hillross Personalised Portfolio Service (ARSN 131 208 841) www.personalisedportfolio.com.au	1300 423 079 serviceteam@personalisedportfolio.com.au
	Hub24 Portfolio Service www.hub24.com.au	02 9233 9300 sales@hub24.com.au
	Linear Managed Accounts (ARSN 128 111 857) www.linearam.com.au	1300 669 891 admin@linearam.com.au
	Onevue Managed Account (ARSN 112 517 656) www.onevue.com.au	1300 790 235 service@onevue.com.au
	Trinity3 Separately Managed Account www.trinity-3.com.au	1300 985 853 enquiries@trinity-3.com.au
	WealthPortal www.mywealthportal.com.au	1300 379 762 enquiries@mywealthportal.com.au

or dealer group considering using SMAs for the first time and would like to discuss the role that they can potentially play and the benefits that they might offer to your clients, please contact us to arrange a meeting.

Contact the investement team to make an appointment.

Please note a minimum investement of $500,000 is required to establish an IMA portfolio.

Contact the investment team to make an appointment.

The full range of the Armytage and Ralton investment strategies are also accessible via the Margin Lenders listed in the table below. Individual investors should discuss the appropriateness of using margin lending and the various options available with their financial adviser.

Product	Leveraged Equities	Colonial Geared Investments	Commsec Margin Lending
Armytage Enhanced Leaders Fund
Armytage Strategic Opportunities Fund
Ralton Australian Shares Model Portfolio
Ralton High Yield Australian Shares Model Portfolio
Ralton Leaders Model Portfolio
Ralton Continuously Protected Model Portfolio
Ralton Smaller Companies Model Portfolio
Ralton Professional Partners Model Portfolio (PwC)

• Armytage Asian Currency Fund - Offering Memorandum & Application Form
• Armytage Asian Infrastructure & Property Fund - Offering Memorandum & Application Form
• Armytage Macro Diversified Fund - Offering Memorandum & Application Form

1. Offshore life company portfolio bonds or similar platforms
   Investing via life company structures is a very simple way of accessing our investment opportunities.
   1. The relevant dealing sheet needs to be filled out with the name of the fund, the amount to be invested and the relevant fund code (please refer to our fund code guide) and then sent off to the relevant life company.
   2. We would then suggest that you notify us directly of the deal by sending an email to your point of contact or to our administration department (info@absolute-am.com) stating the amount invested and the bond number. We can then track the deal and inform you when the money has been received.
   Please note the minimum investment using this route is dictated by whatever the minimum fund investment is on the bond being used for the investment.
   
2. Direct Investment by Individuals
   1. Correctly complete the application form for the relevant fund (please see application form section).
   2. Certified copies of passport(s) and 2 proof of address -e.g. Utility Bills, Bank Statements.
3. Direct Investment by Corporations
   1. Correctly complete application form for relevant fund (please see application form section)
   2. Certified copies of the certificate of incorporation and any subsequent change of name (or other document evidencing the existence of a legal entity)
   3. Memorandum and Articles of Association or Equivalent.
   4. The register of directors or an excerpt from the trade register held at the relevant chamber of commerce.
   5. The signatory card verifying the authority of officers to sign on behalf of the corporate entity.
   6. Certified copy of passports and utility bills for at least two directors.
   7. Certified details of all shareholders holding 10% or more of the issued share capital of the corporate entity.
   8. Any other relevant documentation as requested by Armytage AAM Ltd.

Please note that the standard minimum investment is US$ 25,000 for our funds. However, individuals can invest for as little as US$10,000 using the Nominee Service (please see Nominee Service Section).

Before investing in the Armytage International funds carefully read the Offering Memorandum. This document contains important information regarding the funds. Download a copy of the Offering Memorandum or contact Armytage for a hard copy to be mailed to you. You will need to complete the application form included in the Offering Memorandum the application form in the PDS.

Contact the investment team to make an appointment.