How to invest.

We provide a range of resources to support your investment decisions:

• Fund performance and commentary: Monthly and quarterly fund reports are available on each fund’s website or by joining our mailing list

• Documentation: Product Disclosure Statements (PDS), Information Memoranda (IM), fund factsheets, and financial statements are available on our Documents and Forms page

• Thought leadership: White papers, webinars, videos, and market insights are available on our Insights page, or follow us on LinkedIn for regular updates

Yes. Current ratings are displayed on our website. For full research reports from major research houses, please contact a member of the distribution team who can provide you with a copy of the report.

Yes. We offer educational webinars, presentations, market updates, and thought leadership content suitable for advisers continuing professional development. Subscribe to our mailing list to hear about upcoming events or speak with a member of the distribution team.

The Adviser Portal provides a consolidated view of all your clients’ investments with Copia. You can monitor holdings, track transactions, and access statements for multiple clients from a single login.

Access instructions will be provided if you’re registered as a new or existing investor’s adviser with Copia. If you haven’t received your credentials or need assistance, please contact a member of the distribution team.

The portal allows you to:

• View all client holdings and unit balances

• Access client transaction history

• Download statements and tax documents for clients

• Monitor portfolio performance across your client base

No, transactions must be submitted via the relevant application, additional investment, or redemption forms. The portal is for viewing and reporting purposes only.

Use the online application forms available on our Documents and Forms page. Paper applications can be emailed to clientservices@copiapartners.com.au or submitted via a member of the distribution team.

Funds that price daily (most retail funds) have a 2:00pm cut-off for same-day processing. Refer to the relevant PDS or IM for specifics.

Standard AML/CTF requirements apply. Required documentation is listed on each application form and varies by investor type (individual, company, trust, SMSF).

Submit a Change of Details Form available on the Documents and Forms page to clientservices@copiapartners.com.au. For significant changes (e.g., trustee changes, adding/removing account holders), contact the Client Services Team for guidance.

Yes, advisers can be copied on client communications. Ensure your details are included in the adviser details section of the application form, or update via the Change of Details Form. You may also use an adviser email address as the main contact point on the account so you can manage client communication.

The account is frozen until appropriate estate documentation is received. Distribution payments continue but no changes can be made until probate documentation is verified. Contact Client Services for guidance on required documentation.

• Distribution Team

For adviser support, platform queries, research requests, and investment team access, please contact our distribution team

• Institutional

For superannuation funds, consultants, family offices, and for-purpose clients, please contact our institutional team.

• General Client Services Team

Phone: 03 9602 3199
Email: clientservices@copiapartners.com.au
Hours: Monday to Friday, 9:00am – 5:00pm (Victoria)

• Transactions Processing

Email: copia.transactions@boardroomlimited.com.au

You can view your investment details, holdings, and transaction history at any time by logging in to the Investor Portal.
The portal allows you to:
• View your current holdings and unit balance
• Access your transaction history
• Download statements and tax documents
Your access is protected by secure login credentials to ensure your account information remains confidential.

Instructions on how to set up access to the investor portal will be provided by email once your initial application has been processed. If you require any assistance, please contact our Client Services Team.

Your Investor or Account Number is your unique customer identifier. It can be found on your confirmation statement or within the Investor Portal.

You can reset your password or find your username by selecting “Forgotten Password” or “Forgotten Username” on the login page of the investor portal. If you have been locked out of your account, please contact our Client Services Team on 03 9602 3199 or email clientservices@copiapartners.com.au for further assistance.

You can monitor the performance of your investments through:
• The Investor Portal, which shows the current value of your holdings,
• Signing up to the relevant monthly newsletter [link] for performance numbers and commentary from the Fund Manager,
• Viewing the latest performance numbers on the relevant fund website.

You can make additional investments:
a) Online
• Click on the relevant Online Application Form on our Documents and Forms page and follow the prompts.b) Paper Form
• Complete the Additional Investment Form available on our Documents and Forms page
• Make payment via EFT or BPAY
• Return the form using the instructions provided on the form.

Please note that each fund has a minimum additional investment amount. Refer to the relevant PDS or IM for details.

It’s important that we have your current contact details to ensure you continue receiving account updates, statements, and other important information.
You can update your details in one of the following ways:
• Investor Portal: Log in to the Investor Portal to update your contact information online.
• Form submission: Complete the Change of Details form available on the Documents and Forms page and return it to clientservices@copiapartners.com.au.
If you need assistance or are unsure which option applies to your account type, please contact our Client Services Team.

To update your bank account details, complete the Change of Details Form available on our Documents and Forms page and return it to clientservices@copiapartners.com.au.
Ensure you make the correct selection for whether the updated bank details apply to future distributions and/or redemption payments.
For security purposes, we may require certified identification before processing the change.

Changes to account ownership, including adding or removing joint account holders, require establishing a new account in the updated names and transferring units from the existing account. This ensures proper legal documentation and compliance with regulatory requirements. Please contact our Client Services Team on 03 9602 3199 or email clientservices@copiapartners.com.au for guidance on the required documentation and process.

To change the account from an individual trustee to a corporate trustee, a new account must be established under the corporate trustee name.
You’ll need to:
• Complete a new application form in the name of the corporate trustee
• Submit an Australian Standard Transfer Form to transfer the existing units from the individual trustee account into the new corporate trustee account
• Provide additional supporting documentation to verify the new entity and authorised signatories
Please contact our Client Services Team on 03 9602 3199 or email clientservices@copiapartners.com.au for guidance on the required forms and steps to complete the transfer.

Yes, we can accept instructions from someone acting under a valid Power of Attorney (POA). You’ll need to provide us with a certified copy of the POA document.
For security purposes, we require certified identification for the POA before processing the change.
Please contact our Client Services Team on 03 9602 3199 or email clientservices@copiapartners.com.au for specific requirements and to register the POA on your account.

Distribution frequency and timing vary by fund. Some funds distribute income quarterly, semi-annually, or annually, depending on the fund’s investment strategy.
You can find specific details about each fund’s distribution schedule in the relevant Product Disclosure Statement (PDS) or Information Memorandum (IM).

Distributions are paid directly to your nominated bank account. Payments are typically made within 10-15 business days following the distribution date.

Yes, you can choose the option to reinvest distributions during the application process. This allows you to automatically reinvest your distributions to acquire additional units instead of receiving cash payments.

Yes. Complete the Change of Details Form available on our Documents and Forms page and return it to copia.transactions@boardroomlimited.com.au

You’ll receive a series of regular and event-based statements to keep you informed about your investment:
• Confirmation Statement: Issued for each transaction on your account, including your initial investment and any subsequent applications, redemptions, or transfers
• Distribution Statement: Issued each time the fund makes a distribution
• Annual Tax Statement: Provided after 30 June each year (if the fund distributed during that financial year)
• Periodic Statement: Issued after the end of each financial year summarising your investment activity and value
You’ll receive an email notification when the statement is available.

Annual tax statements (AMMA statements) are typically issued by 31 July each year for the financial year ending 30 June. These statements provide the tax information you need to complete your tax return. You’ll receive an email notification when your tax statement is available to download from the Investor Portal.

Tax statements are available through the Investor Portal. Simply log in and navigate to the Statements section where you can view and download all your tax documents.

Note that tax statements are only issued if your fund made a distribution during the financial year. If you haven’t received notification of your tax statement by early September, first check your Investor Portal to see if it’s available for download. If it’s not there, please contact our Client Services Team on 03 9602 3199 or email clientservices@copiapartners.com.au.

To redeem your investment, complete the Redemption Form available on our Documents and Forms page and return it to copia.transactions@boardroomlimited.com.au. Redemption proceeds will be paid to your nominated bank account. If you need assistance, please contact our Client Services Team. Certified ID may be requested if the identification we hold is outdated, incomplete, or if there are discrepancies in the details provided with your request. This helps us ensure we are dealing with the authorised investor and allows us to meet our regulatory obligations.

Yes, you can redeem part of your investment, provided your remaining balance meets or exceeds the minimum balance requirement for your fund. Partial redemption amounts may also be subject to minimum redemption amounts as outlined in the PDS or IM.

In the event of an investor’s death, the investment becomes part of their estate and is administered according to their will or the relevant state succession laws. The account will be frozen until we receive appropriate documentation from the executor or administrator of the estate. Distribution payments and statements will continue to be issued, but no changes can be made to the account until the estate is properly documented.

To access account information as an executor or administrator, you’ll need to provide us with:
• A certified copy of the death certificate
• A certified copy of the Grant of Probate or Letters of Administration
• Certified identification for the executor/administrator
Once we receive and verify these documents, we can provide account information and discuss options for managing or redeeming the investment. Please contact our Client Services Team on 03 9602 3199 or email clientservices@copiapartners.com.au to begin this process.

To transfer or redeem units from a deceased estate, you’ll need to provide:
• Certified copy of the death certificate
• Certified copy of Grant of Probate or Letters of Administration
• Certified identification of the executor/administrator
• Completed Redemption Form or Transfer Form (depending on whether the estate is being redeemed or transferred to beneficiaries)
• For transfers: completed Application Form in the name of the beneficiary(ies)
Our Client Services Team can guide you through the specific requirements for your situation.

Yes, units can be transferred to beneficiaries in accordance with the will or intestacy laws. The beneficiary will need to complete a new application form, and an off-market transfer form will be used to transfer the units from the deceased estate to the beneficiary’s new account. Please contact our Client Services Team for guidance on the process and required documentation.

For any questions or assistance with your investment, please contact our Client Services Team:
Phone: 03 9602 3199
Email: clientservices@copiapartners.com.au
Hours: Monday to Friday, 9:00am – 5:00pm AEST
Our team is here to help with account queries, application support, and any other questions about your investment.