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Balmoral Digital Application Form
Investor Application Form
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Please check this box to confirm you are classified as wholesale 708 investor. If you're unsure, speak to your accountant prior to filling in this application form.
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Primary Contact Details
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Secondary Contact Details
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Company Details
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Investment Options
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Application Agreement

I/we being the investor(s) represent and warrant that I/we:

● Have the power and are duly authorised to invest in and hold units in the Trust;
● I agree to receive email communication from Balmoral Digital
● Have read and understood the Information Memorandum prior to completing this Application Form;
● Agree to be bound by and comply with the Constitution of the Fund;
● Acknowledge that Balmoral Asset Management Pty Ltd has not made any representation as to the future performance of the Fund, the maintenance or repayment of capital or any particular future rate of return;
● I am/we are not in the United States or a ‘US Person’ (as defined in Regulation S under the US Securities Act 1933, as amended) (‘US Person’), nor am I/are we acting for the account or benefit of a US Person.
● By providing my/our email address I/we agree that Balmoral may use this address to provide me/us with information about my/our investment (such as investment reports, unit holding information, statements and correspond about my/our individual details and investments);
● Agree to promptly notify Balmoral Asset Management Pty Ltd if any of the information in this Application Form changes.

All parties must sign joint applications. Corporations with more than a Sole Director requires two Directors to complete the individual sections of the application form and two directors need to sign.

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Download Balmoral Digital Information Memorandum for Market Neutral Fund
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Download Balmoral Digital Information Memorandum for Momentum Fund
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Download Balmoral Digital Trust Deed

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I agree that the information listed is true and correct. I also confirm I have downloaded, read, and understood the information memorandum and trust deed provided to me above.
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Submit
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