Step 0. Work out if you are Wholesale or Retail client

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Step 1. Read the Information Memorandum or Product Disclosure Statement

Wholesale clients: read the Information Memorandum

Retail clients: read the Product Disclosure Statement issued by Primary Securities Ltd. We also recommend retail clients seek financial advice.

Read the Target Market Determination.

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Step 2. Complete the Application Form

If you decide to invest, you can either complete and submit the online Application Form at https://primarysecurities.com.au/application-forms/ or complete, sign and return the paper copy of the Application Form to the address below.

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Step 3. Identify Yourself
If you are a new Investor, you must provide the Fund with appropriate certified identification documents, as required by the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (Cth). 

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​Step 4. Electronic Funds Transfer
Transfer funds electronically to the fund account provided in the application form. Please use your name as a reference, to ensure there is no delay in allocating your Units in the Fund.
 

If you have completed the paper form, please send it with the required certified documents to:

 

Ready Set Funds Management

L2/696 Bourke st

Melbourne VIC 3000
 
Primary Securities Ltd, the Trustee of Ready Set Short Term Rental Fund, processes applications, and issues Units at the beginning of each month.