Q & A:Filter By:
How do I register for the new portal?Answer:
For Individuals/Joint accounts:
To register, you must use the Investment Registration Number that was supplied to you at the email address associated with your investment. We have emailed investors their Investment Registration Number. Please check your junk mail. Your Investment Registration Number is for one-time use only for your initial registration purposes and can then be discarded. This is different from the Investor Number you were supplied. If you have both individual and entity accounts, you must register as institutional. See below for the process for institutional registrations.
Company, SMSF, Trusts, Associations etc are categorised by the portal as Institutional accounts:
For company, trust or other entity type accounts, you would have received a system-generated email from the following no-reply email address: email@example.com. Please check your junk mail.
The email will contain an individualised link that is required to register. Entity-type investors should choose the institutional investor option on the new portal.
Once you have successfully registered, you do not need to register a second time. To sign in to your account from the investor portal homepage, please click the “SIGN IN” button at the top left of the screen.
For your security, you will need to answer security questions in order to register.
Who can certify my AML CTF identification documents?Answer:
Please refer to the list found here
What is CRS?Answer:
The Common Reporting Standard (CRS) is a new information-gathering and reporting requirement for financial institutions in participating countries, to help fight against tax evasion and protect the integrity of tax systems.
Fundhost has prepared a guide on common questions which you can review here
Why can’t I see my historic statements?Answer:
For historic statements you will have to contact Fundhost: firstname.lastname@example.org. Historic transaction information is available on the portal.
How to access your investment information:Answer:
Type of information Location Investment unit balance and value New investor portal or email email@example.com Transaction history New investor portal or email firstname.lastname@example.org Annual statements Email email@example.com Tax statements (please note tax statements are only generated if the investment fund paid a distribution in a particular year) Email firstname.lastname@example.org Most recent unit price www.fundhost.com.au/funds
I didn’t get a registration email?Answer:
Some mail servers may be a little sensitive, so please check your junk mail or spam folder. If it is there, please mark it as from a ‘safe sender’.
I want to change the email address that I use to login with?Answer:
You can change your email address with us. Please contact us here: email@example.com or call 02 8223 5400