How To Invest
Product Disclosure Statement
Before deciding to invest with Concise Asset Management, please view our Product Disclosure Statement.
|Product Disclosure Statement July 2017.
This PDS includes the Foreign Account Tax Compliance (FACTA) & Common Reporting Standards (CRS) Self Certification Form.
|FATCA Self-certification Declaration||Download FACTA Declaration|
The FATCA Self-certification Declaration must be completed in conjunction with the PDS application form.
For additional Application or Redemption forms please visit whiteoutsourcing.com.au/unitholder-services-and-forms.htm.
The Concise Mid Cap Fund can also be accessed via the following platforms:
Link Fund Solutions
LINK Fund Solutions is the Fund Administrator of the Concise Mid Cap Fund
PO Box 5482
Sydney NSW 2001