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.