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LANYON GLOBAL VALUE FUND PRODUCT DISCLOSURE STATEMENT (PDS) Issued 9 April 2015 Contents 1. About Trustees Australia Limited 2. How the Lanyon Global Value Fund works 3. Benefits of investing in the
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01
Obtain a copy of the Lanyon Global Value Fund application form.
02
Carefully read the instructions provided on the application form.
03
Fill in your personal details accurately, including your name, contact information, and social security number.
04
Provide information regarding your investment preferences, such as the amount of money you want to invest and your desired investment strategy.
05
Review the fund's objectives, risks, and fees as outlined in the prospectus.
06
Choose the type of account you wish to open, such as an individual or joint account, IRA, or trust.
07
Indicate whether you will be making an initial investment or transferring funds from another account.
08
If transferring funds, provide the necessary details for the transfer, including the account number and institution.
09
Complete the investment selection section by indicating the specific fund and investment option you prefer.
10
Verify the accuracy of all the information provided and sign the application form.
11
Attach any additional required documents, such as a copy of your ID or proof of address.
12
Submit the completed application form and any supporting documents to the designated address or online platform.
13
Wait for confirmation and follow any additional instructions provided by the fund to finalize your investment.

Who needs lanyon global value fund?

01
Individuals who want to invest their money in a professionally managed global value fund with the aim of achieving long-term capital appreciation.
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Investors seeking diversification by investing in a globally diversified portfolio of value-oriented securities.
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Those who are comfortable with the risks associated with investing in equities and have a long-term investment horizon.
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Investors who can tolerate fluctuations in the value of their investment and understand the potential for short-term losses in pursuit of long-term gains.
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Individuals who appreciate the expertise of Lanyon Global Value Fund's investment management team in selecting value stocks across different markets and industries.
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Individuals who are seeking a long-term investment option that may provide significant returns over time.
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Investors who prefer a liquid investment option that allows for easy access to their money if needed.

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