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In designing investment products, we seek to cater for the needs of our clients and potential clients.

We would be interested in receiving your views about the type of property or mortgage funds that would be of interest to you.

If you would like to assist us in this process please complete the form below:

1. I am interested in:
  direct property funds
  mortgage funds
  property securities funds
1(a) If you are interested in direct property funds

Please indicate, on a scale of 0 to 3 (with 0 being no interest and 3 being very interested), your interest in investing in the following types of properties:
  shopping centres
  office properties
  industrial properties
  healthcare properties
  other, please specify
2. Of greatest importance to me in choosing a fund is:

Please indicate your 3 most important criteria in selecting a fund by marking 1, 2 and 3 in the boxes below (with 1 the most important, 2 the next etc.)
  income return frequency of distributions
  capital growth fees paid to manager
  tax benefits type of property
  location of properties size of fund
  tenant of properties diversification of fund
  reputation of manager access to funds
3. I would consider an adequate annual income return from a property
fund as:


Please tick the box next to the level of return most applicable to you answer:
  6.5 - 7.0% 7.0 - 7.5%
  8.0 - 8.5% 8.5 - 9.0%
  9.0 - 9.5% 9.5 - 10.0%
  over 10%  
4. I would consider as adequate the following percentage of tax-advantaged income (tax free, tax deferred)

Please tick the box next to the level of return most applicable to you answer:

  30 - 40% 60 - 70%
  40 - 50% 70 - 80%
  50 - 60%  
5. For a direct property fund, what period of time is reasonable to allow for you to be able to redeem your investment following your request to do so.
  7 days 2 years
  3 months 3 years
  6 months 5 years
  12 months 7 years
6. Please fill in your contact details (optional):
  Name:
  Address:
  Telephone Number:
  Email address:
 

 

 
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