How can I see when funds are invested into an SPP?

We will send you an email advising you of the SPP Application Date of upcoming Share Purchase Plans (SPPs) after they become available.  The amount that we will apply for is simply your Buying Power divided by the number of SPPs that are open for acceptance, rounded down to the nearest accepted increment (usually increments are in $1,000, $2.500 etc), except in the case where this calculation would result in an application for less than the minimum application and your Buying Power exceeds the minimum application. In this case, the amount we will apply for will be equal to the minimum application.

When we apply, you will receive a notification in your message centre (i.e. in the portal). We will not email you directly. Notifications can be found in the top right-hand corner of the screen denoted by the bell symbol. The number on the bell indicates the number of new messages. Click this to view the message centre.

You can, at any time, see your current SPP applications from your Client Portal. To do this:

1. Go to the menu (hamburger symbol) at the top left of your screen

 

2. Select 'Portfolio Analyst' from the menu on the left hand side

 

3. Select 'Fund Parser' from the menu at the top of the screen

 

4. The 'Concentration Report' will show your current SPP applications and the amount that we have applied for for you

Do you have more questions? Feel free to send them in to us