Withdrawal of Funds
Investors would be required to download a withdrawal request form, have all signatories, sign it and post it back to Shakespeare Haney Securities Limited.
Change of Term
Investors would be required to download and complete a Change
of Term form and forward it to our office.
Change of Details
Investors would be required to download and complete a
Change of Details form and forward it to our office.
Additional Funds (Application Form)
(Investors should read the PDS prior to completing this form)
Investors can add to their investment at any time by downloading and completing the Application Form and forwarding it, with their funds, to Shakespeare Haney Securities Limited.
When completing an application form you will also need to download and submit the ‘Additional Information Form’ (below) which is applicable to your situation.
Additional Information Forms
For Trusts and Partnerships
Freecall: 1800 644 805
The Waratah Select Mortgage Fund ARSN 089 601 052 is managed by Shakespeare Haney Securities Ltd ACN 087 435 783, ASFL No 226348.
*Distribution rates effective date to 1/4/2017. They are net of fees and charges and are based on current market performance. The rates are variable, may change over the term of the investment and are not a forecast. Past performance is not an indication of future performance.
Regulatory note: an investment with the Waratah Select Mortgage Fund is not a bank deposit and carries the risk of investors not getting all or part of their investment back. Terms and conditions apply. This information is general advice and not personal and a person should consider the Waratah Select Mortgage Fund ARSN 089 601 052 Product Disclosure Statement before making any investment decisions.