Closed for Investment

Charter Hall Direct BW Trust (BW)

Resources

Here you will find the Product Disclosure Statement, fund quarterly reports, documents for advisers, registry forms for managing your investment and fund financial reports.

Fund Documents

BW

Product Disclosure Statement (PDS)

The responsible entity advises that trust is no longer open to applications. The Product Disclosure Statement dated 7 March 2014 is for informational purposes only.

BW

RG46 & PDS Updated Information

In line with ASIC Regulatory Guide 46 (RG46), the Disclosure Guide provides information in the interests of improved disclosure for retail investors.

Quarterly Updates

Registry Forms

TFN and ABN

Surviving Holder

Standard Transfer

Change of Personal Details

Change of Bank Account Details

Appointment of Agent

Adviser Appointment

Announcements

CHDPML directors announcement June 2024

CHDPML directors announcement April 2024

Charter Hall Enquires

For enquiries regarding the management of a fund, including performance, strategic direction, property portfolio and new investment opportunities.

Charter Hall

Charter Hall

General enquiries

Registry Enquires

For information about your holding, including tax statements, distributions and changing contact or bank details.

Registry –  Boardroom

Registry –  Boardroom

Fund administration

Disclaimer
This material has been prepared by Charter Hall Direct Property Management Limited (ABN 56 073 623 784; AFSL 226849) (CHDPML) for information purposes only.  This website is not an offer to sell or a solicitation or an offer to subscribe or purchase or a recommendation of any securities referred to herein and the information has not taken into account any potential investors' personal objectives, financial situation or needs. Before investing, you should consider your own objectives, financial situation and needs or you should obtain financial, legal and/or taxation advice. CHDPML does not receive fees in respect of the general financial product advice they may provide, however they will receive fees for operating Charter Hall Direct BW Trust (CHIF11 or Trust) which, in accordance with CHIF11's Constitution, are calculated by reference to the value of the assets of CHIF11. Entities within the Charter Hall Group may also receive fees for managing the assets of, and providing resources to, CHIF11. For more detail on fees, see the Trust’s Product Disclosure Statement (PDS). To contact us or obtain a copy of the relevant PDS, call 1300 652 790 (local call cost).