Welcome to the Trim Capital Select Mortgage Fund Online Application

About this fund

It is a legal requirement that all investors download and read the offer documents for the Trim Capital Select Mortgage Fund prior to proceeding.

The minimum investment amount for the Trim Capital Select Mortgage Fund is $500,000 for new investors in this fund or $10,000 for existing investors.

This fund is open to Wholesale or Sophisticated investors in Australia and New Zealand only.

What do you want to do?

This online application process is powered by OLIVIA123. Please read the following before selecting which option suits your situation:

If you have previously started an online application for this fund and have not submitted it choose "Continue an existing application"

If you have previously used or registered for OLIVIA123 to start an online application for this or any other fund, choose "Login Now"

If you have not yet started an application, or not used or registered for OLIVIA123 before, choose "Start a new application"

If you've started or completed an application with Olivia123 previously

Start a new application

If you haven't filled in an application previously, or want to start a new application

About the application process

Collect and confirm the applicant's details

Satisfy the Australian government's Anti-Money Laundering and Know Your Client requirements

Agree to the fund terms and conditions and submit the completed application for processing.

Data Collection

Proof of Identity

Submit Application

About you

If you've used Olivia123 to apply for this or any other fund, please log in now

If you haven't used Olivia123 to apply for a fund before, please provide your details so we can contact you about your application.

If you are filling in this application as an advisor please enter YOUR details here. You will enter your investor's details later.

First name

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Last name

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Email address

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Mobile phone number

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Password (8+ characters, upper and lower case letters, numbers, and symbols)

Please enter a password that is at least 8 characters long and includes a mix of upper and lower case letters, numbers, and symbols.
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Retype password

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I am filling in this application as:

The investor, or one of the investors

An advisor or representative of the investor/s

I am:

A new investor in this fund

An existing investor in this fund*

* In this fund only.

I am investing as:

An individual or joint individuals

A company

A self managed super fund

Other type of fund or a trust

A partnership

It is a legal requirement that all investors download and read the current offer documents for the Trim Capital Select Mortgage Fund prior to proceeding.

Download Information Memorandum Now

I/We have read, understand and agreed to the fund terms and conditions contained in the Information Memorandum

I/We have read and understood the Terms and Conditions and Privacy Policy of Olivia123 and agree to provide my/our personal information to Olivia123 for the purposes of completing this application form.

I confirm I am an Australian or New Zealand resident investor

I/We confirm I am/We are a Wholesale or Sophisticated Investor as outlined here

If you are intending to invest less than $500,000 you will need a wholesale investor qualifying certificate from your accountant. If required, you may download a blank certificate here to provide to your accountant to complete.

I agree to keep details of the individual mortgages offered for investment confidential. They must not be disclosed to third parties

Welcome to the Trim Capital Select Mortgage Fund Online Application

About this fund

What do you want to do?

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