How it works
From first question to funded units.
The whole process is built around one idea: ask you only what your circumstances require, and tell you the truth about what happens next.
About thirty seconds. They tell us which rules apply to you, so we only ask what your circumstances require.
Everything you tell us fills both your dealer's forms and your subscription agreement. You never answer the same question twice.
The full Offering Memorandum, the agreement and the risk form — in your own time, on your phone, with your place kept.
Into a bank account held in the Trust’s own name, with a reference code that matches your payment to your file automatically.
What you should know before you start
Subscriptions take effect once a month
You cannot know your unit count when you subscribe
You have two business days to change your mind
Your dealer decides, not us
Small subscriptions take a shorter route
What it costs
Management fee
Selling commission
Early redemption
Other fees
Ready when you are.
Four questions to see what applies to you.
Or book fifteen minutes, or call 905 949 9119 and we will walk you through it.
No commitment
Send me the Offering Memorandum.
One form, and we will send you the document and follow up once. No obligation, nothing submitted, and nobody added to a list you did not ask for.
- The Offering Memorandum, sent to you
- A person who answers questions, not a call centre
- No obligation, and no chasing
Thank you — that is all we needed.
Someone will be in touch within one business day. If you would rather not wait, call 905 949 9119 or message us on WhatsApp.
Read the Academy while you wait