Primary Investment Board

PRIMARY INVESTMENT BOARD (ARSN 618 038 323)

Primary Investment Board (ARSN 618 038 323) is a registered scheme to enable retail investors to invest in wholesale funds.

If you are interested in using this facility email our managing director Robert Garton-Smith.

  • Primary Investment Board is a registered scheme so any investors can invest, retail or wholesale
  • Primary Investment Board is a trust with classes
  • Each class is dedicated to one wholesale fund, that is, the only investments to be made by each class will be into the one wholesale fund
  • Each class has its own Product Disclosure Statement
See funds and associated PDS’s here.

AMIT Regime

 Notice of AMIT Regime Amendments

 Changes in Constitution to make Primary Investment Board AMIT Regime Compliant

 Financial Report for the period 29 March 2017 to 30 June 2018