Please be aware of scammers falsely impersonating Magellan employees about potential investments opportunities. Magellan does not provide personal investment advice or recommendations regarding any investment product or securities via any social media platform.
You can make regular recurring additions to your existing investment at the frequency and amount of your choosing# (subject to a minimum of $500 per transaction^).
You do not need to send an instruction to the Unit Registry when adding to your investment using BPAY® or when changing the amount and/or frequency of a recurring BPAY® payment.
BPAY® payments generally clear overnight. Faster clearance times mean that units will be issued to you earlier.
Who can use BPAY® to invest?
Existing investors
At present, only existing investors can use BPAY® to add to their investment in a Magellan fund or to make an investment in another Magellan fund. BPAY® is not currently a payment option for new investors.
How do I use BPAY® to make an investment?
BPAY® is available as a method of payment in the online banking portals of most Australian banks and financial institutions. We recommend that you contact your bank or financial institution to confirm that you can use BPAY® to make a payment from your account, or if you are unable to locate BPAY® in your online banking portal.
Once you have logged in to your bank or financial institution’s online banking portal, follow these steps to add to your existing investment:
Enter your unique 12-digit Customer Reference Number (CRN). Please note that this is different from your investor number. Please contact the Unit Registry to obtain your CRN or refer to your latest transaction confirmation
Enter the amount you wish to invest. Please note that a minimum of $500^ applies to additional investments made by BPAY®. If you don’t currently have an investment in the fund, then the initial minimum investment amounts apply.
Record your receipt number or save a copy of your BPAY® payment receipt as proof of payment. The Unit Registry will send you a transaction confirmation once units have been issued to you.
# Subject to your financial institution or bank supporting scheduled payments and systems availability.
^ There is no minimum additional investment for Magellan Global Fund (Open Class), Magellan Global Opportunities Fund - Active ETF or Airlie Australian Share Fund using BPAY®.
For more information go to www.bpay.com.au or contact the relevant Unit Registry if you have a specific question not addressed here. Apex Fund Services: 1300 127 780 for all above mentioned funds
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value fluctuate so your investment, when sold, may be worth more or less than the original cost; current performance may be lower or higher than quoted. Investors should be aware of the increased risks associated with investments in foreign/emerging markets securities, high yield securities and smaller companies.
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