What information do you receive as an investor?

We provide you with a summary for each proposed investment and ask that you sign an Approval Form (unless you have elected to use our Investor Trust Deposit facility).  The information provided to investors regarding a Sub Scheme is:

• Commencement date of the investment.
• The amount of your investment.
• Total Loan advance.
• Loan Period.
• Interest rate payable to you.
• Frequency of interest payments.
• Borrower’s name and assessment of creditworthiness.
• Details of Sub Scheme Property.
• Amount, method and date of valuation of Sub Scheme Property, and LVR.
• Mortgage details, including ranking, and details of any other security.
• Insurance details.
• Details of the basis and frequency of interest rate reviews (if any).

You will also receive:

• Monthly interest statements;
• Annual Tax Statements; and
• Information concerning new Sub Scheme offers.