Platform availability

Charter Hall Direct Long WALE Fund (LWF) Charter Hall Direct PFA Fund (PFA) Charter Hall Direct Industrial Fund (DIF4) Charter Hall Direct Office Fund (DOF) Charter Hall Wholesale Property Series (WPS2) Maxim Property Securities Fund (Maxim)

DIF4


Platforms
Asgard eWrap	IOOF
Asgard Infinity Wrap	IOOF Pursuit
Ausmaq/Clearstream	HUB24
BT Panorama	Macquarie Wrap IDPS
BT Wrap	Mason Stevens
Colonial First State FirstWrap	Netwealth
Dash	North

LWF

Platforms

Ausmaq/Clearstream

BT Panorama

Dash

Hub24

Macquarie Wrap IDPS

Mason Stevens

Netwealth

PowerWrap

DOF


Platforms
AMP PPS	Macquarie Wrap IDPS & Super
Ausmaq/Clearstream	Mason Stevens
BT Panorama	Netwealth
Colonial First State FirstWrap	North
Dash	PowerWrap
HUB24	Praemium
IOOF	Ultimate
IOOF Pursuit

PFA


Platforms
Ausmaq/Clearstream	IOOF Pursuit
BT Panorama	Macquarie Wrap IDPS
Colonial First State FirstWrap	Mason Stevens
Dash	Netwealth
HUB24	North
IOOF	PowerWrap

WPS2

Platforms

Ausmaq/Clearstream

BT Panorama

Macquarie Wrap IDPS

Netwealth

Powerwrap

Maxim


Platforms
BT Panorama	Macquarie Wrap IDPS & Super
Colonial First State FirstWrap	Netwealth
Dash	PowerWrap
HUB24	Symetry
IOOF Pursuit

Important Information

The responsible entity of and issuer of units in the Charter Hall Direct Office Fund (ARSN 116 064 343), Charter Hall Direct Industrial Fund No.4 (ARSN 615 152 817), Charter Hall Direct PFA Fund (ARSN 097 860 690) and Charter Hall Direct Long WALE Fund (ARSN 622 080 979), all (“Fund or Funds”) is Charter Hall Direct Property Management Limited (“CHDPML”) (ABN 56 073 623 784 AFSL 226849). CHDPML as responsible entity for the Funds has issued a Product Disclosure Statement for the Funds (“PDS”) dated 14 December 2022, 29 September 2022, 29 August 2022 and 23 October 2023 respectively, and any supplementary PDS, which set out the offer to apply for units in the relevant Fund, and has made a Target Market Determination (“TMD”) for each Fund. All documents are available at www.charterhall.com.au. This website is not intended to be and does not constitute a PDS or disclosure document as those terms are defined in the Corporations Act 2001 (Cth). It does not constitute an offer for the issue, sale or purchase of any securities or any recommendation in relation to investing in any Fund and reliance should not be placed on this website as the basis for making an investment decision. The information in this website is general in nature and has been prepared without taking account of any particular investor's objectives, financial situation or needs. While every care has been taken in the preparation of this website, CHDPML does not make any representation or warranty as to the reliability, accuracy or completeness of any statement in it, including without limitation any forecasts or opinions, and persons viewing this website should conduct their own inquiries and investigations. Performance information, opinions and estimates provided in this website are based on assumptions, contingencies and market conditions which are subject to change without notice, and may involve significant elements of subjective judgement and assumptions as to future events which may or may not be correct, and should not be relied upon as an indication of future performance. Past performance is not a reliable indicator of future performance. Distributions are subject to risks outlined in the PDS and may vary in the future. The information in this website is subject to change, and updated information about the Funds can be found at www.charterhall.com.au/direct. To the maximum extent permitted by law CHDPML disclaims all liability for any loss or damage which may arise out of the provision to or by any person of the information contained in this website. All figures stated in this website are in Australian dollars unless otherwise stated. If you are a financial adviser, you should be aware that this website is only provided to you to give you information about the Fund to assist you to discharge your obligations under law in providing personal advice to your clients. The information in this website does not constitute, and should not be taken as constituting, personal advice by CHDPML and must not be used by you in any Statement of Advice or other advice to be provided by you to your clients in a manner that conveys this impression. If you provide a recommendation to your client about an interest in the Fund, you will need to consider this website, the TMD and the information in the PDS, and any supplementary PDS, for the Fund, along with your obligations under law. © Charter Hall Group WPS2: This website is intended for financial advisers only to assist you to discharge your obligations under law, and may not be copied, reproduced, distributed or disseminated to any other person without the express prior approval of CHDPML. This website should only be read by wholesale clients (within the meaning of that term under the Corporations Act 2001 (Cth) (“Corporations Act”)) (“Wholesale Client”). No retail clients (within the meaning of the Corporations Act) will be able to act upon the information contained within this website. This website has been prepared by Charter Hall Direct Property Management Limited (“CHDPML”) (ABN 56 073 623 784, AFSL 226849) as the responsible entity and the issuer of units in the Charter Hall Wholesale Property Series No.2 (“WPS2”). CHDPML has issued an Information Memorandum (“IM”) for WPS2 dated 11 April 2022. Investors should consider the IM and any supplementary IM carefully in determining whether to apply to acquire units in WPS2. The IM and any supplementary IM sets out the offer to apply for units, and will be available at charterhall.com.au/wholesaleseries or by calling 1300 652 790. Applications for units in WPS2 may only be made by completing the application form contained in the IM and will only be available to Wholesale Clients. This website and any other documentation including the IM and any supplementary IM is not, and is not required to be, a disclosure document, product disclosure statement or prospectus (within the meaning of the Corporations Act). It may not contain the same level of disclosure as those documents and has not been, and is not required to be, lodged with the Australian Securities and Investments Commission (“ASIC”). To the maximum extent permitted by law, CHDPML disclaims all liability for any loss or damage which may arise out of the provision to, or by, or use by, any person of the information set out above. This is not an offer to acquire any units or make any investment in WPS2. This information does not constitute an offer for the issue, sale or purchase of any securities, or any recommendation in relation to investing. This website is general in nature and does not take into account any particular investors’ objectives, financial situations or needs. If you are considering an investment in the Fund you should read the IM and any supplementary IM in its entirety and seek appropriate professional advice. Total returns are subject to risks outlined in the IM and supplementary IM. Past performance is not an indicator of future performance. Any forecast or other forward-looking statements contained in this website may involve significant elements of subjective judgment and assumptions as to future events which may or may not be correct. Refer to the IM and any supplementary IM for more detailed information in relation to the financial information and the assumptions and risks underlying the forecast returns. Whilst all care has been taken in preparation of this website, CHDPML does not give any representation or warranty as to the reliability, completeness or accuracy of the information contained in this website. CHDPML does not accept liability for any inaccurate, incomplete or omitted information of any kind or any losses caused by using this information. If units in WPS2 are acquired, CHDPML and its associates may receive fees and other benefits, which are fully set out in the IM. This website may not be copied, reproduced, distributed or disseminated to any other person without the express prior approval of CHDPML. © Charter Hall Group Maxim: Investors should consider the product disclosure statement (“PDS”) issued by, One Managed Investment Funds Limited (ABN 47 117 400 987) (AFSL 297042) (“OMIFL”) as responsible entity of the Charter Hall Maxim Property Securities Fund ARSN 116 193 563 (“Maxim”). The information contained in this report was not prepared by OMIFL but was prepared by other parties. While OMIFL has no reason to believe that the information is inaccurate, the truth or accuracy of the information contained therein cannot be warranted or guaranteed. Anyone reading this report must obtain and rely upon their own independent advice and inquiries. Investors should carefully consider each of the Product Disclosure Statement dated 29 September 2022 (together with the Additional Information Booklet dated 29 September 2022) (“PDS”) and Target Market Determination (“TMD”) issued by OMIFL before making any decision about whether to acquire, or continue to hold, an interest in Maxim. Applications for units in Maxim can only be made pursuant to the application form relevant to Maxim. A copy of the PDS dated 29 September 2022, TMD dated 25 September 2023, continuous disclosure notices and relevant application form may be obtained from https://www.oneinvestment.com.au/charterhallmaxim/ or https://www.charterhall.com.au/maxim. You should also consult a licensed financial adviser before making an investment decision in relation to Maxim. A copy of the PDS may be obtained from http://oneinvestment.com.au or http://charterhall.com.au/. Charter Hall Property Securities Management Limited (ABN 25 104 512 978) (AFSL 238349) (“Charter Hall Maxim”) is the investment manager of Maxim. Neither OMIFL nor Charter Hall Maxim guarantees the repayment of capital or the performance of any product or any particular rate of return referred to in this report. Past performance is not a reliable indicator of future performance. While every care has been taken in the preparation of this report, Charter Hall Maxim makes no representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This report has been prepared for the purpose of providing general information only, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of the information in this report, and seek professional advice, having regard to their objectives, financial situation and needs. Information in this report is current as at [insert date]. The Lonsec rating issued Charter Hall Maxim Property Securities Fund (assigned May 2023) are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (“Lonsec”). Ratings are general advice only (as defined in the Corporations Act 2001 (Cth)),and has been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement, target market determination (available at www.charterhall.com.au/ddo) and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved. The Zenith Investment Partners Pty Ltd (ACN 103 132 672) (“Zenith”) Australian Financial Services Licence No. 226872 rating issued Charter Hall Maxim Property Securities Fund (APIR COL0001AU) (assigned 3 July 2024) referred to in this website is limited to “general advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS, offer document and the target market determination (available at www.charterhall.com.au/ddo) before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessment’s and at Fund Regulatory Guidelines.

Platform availability

DIF4

LWF

DOF

PFA

WPS2

Maxim

Contact our team

Contact us

Scott McLennan

Renee Oldfield

Craig Harding

Marco Triani

Alice Pemberton

Important Information

Platform availability

DIF4

LWF

DOF

PFA

WPS2

Maxim

Contact our team

Contact us

Scott McLennan

Renee Oldfield

Craig Harding

Marco Triani

Alice Pemberton

Important Information

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