Intelligent Investor Funds: Secondary Offers
Everything you need to know about the current IIGF secondary offer
32 articles
When & how will I be notified of my allotment?I've applied for units in the offer, when will I be notified of how many I received?
Does the issue of new units affect the current price of the Fund?Does adding more units to the Fund affect the price and existing unit holders?
How to complete the application form for the offerI have a HIN, how do I apply for units in the offer?
What is Account designation on the application?What do I enter into Account Designation
How can I resume my application for units?I need to resume my application, where can I find it?
I want to change the amount on my applicationWant to invest more or less than you have put on your application for units?
Why can't I enter the initial investment amount?How to correctly enter the amount to invest in the offer
What are the benefits of participating in a secondary offer?Should I buy units on the market or via the secondary offer?
Will my allocation be scaled back?Will I get all the units I apply for in the offer?
Can I add my HIN after funding my investment?Forgot to add your HIN to your application or found your HIN after submitting? We can help.
How will I see my new units?You've applied for units in the secondary offer, how will you see them?
How do I set up my dividend preferences?Want to set up a dividend reinvestment plan or make sure your dividends are paid out?
How do I add my bank details & tax file number?Want to add or check your bank and TFN information after your units have been allotted? The share registry is the place to go.
What Information is needed during the application?What information do I need to provide when applying for units in the Intelligent Investor Funds?
How liquid is the Fund? And how easily can I buy/sell units?How often does the Fund trade on the ASX and is it easy to get in and out?
I can't make the webinarWill the webinar be available to listen to via the website after this time?
Can't I buy the Intelligent Investor funds on the market? Isn't this a listed fund? Advantages/DisadvantagesWhat are the advantages of purchasing shares in this share issue vs buying shares on the ASX
Why have my units been issued under an SRN?Security Reference Number (SRN) - why do I have one? How can I move the units?
Key dates & prices for historic offersCost base information for Intelligent Investor Secondary Raises
Is this a new fund?
How liquid is the fund & how easily can I buy/sell units in the future?
What will the listing price be?
How will the new funds be invested? Will this drive up the prices of the current investments?
Do I need to be a member to invest in the Intelligent Investor funds?
How do I find my HIN?
Can I put in an overseas mailing address?
Can I fund with more or less than I put on my application?
When do I need to transfer funds?
How do I transfer funds?
How do I add/amend my bank and tax details?You will need to add your tax information and bank details via the share registry.
How can I move my investment to my brokerage account?
How do I amend or change my name the holding is under?