Placing a Buy Transaction

Available to DEAL ISSUER and DEAL APPROVER role types only.

STEP ONE: EXISTING FUNDS

All of the funds currently held within the account are listed on the page.

1. If you wish to invest further money into an existing fund, enter the monetary amount to be invested into the Amount box. Simply leave the Amount field blank if you don’t wish to invest further money into an existing fund.

2. Select Add another fund to invest into a new fund.

STEP TWO: ADD NEW FUNDS

1. All of the funds available from IFSL are listed in alphabetical order. Use the scroll bar to view the full list.

2. Tick the box to select a fund. You can select more than one fund. Funds already held within the account will automatically display as being selected.

3. Select the Literature icon to view a Key Investors Information Document (KIID) about the fund you are selecting. This can be downloaded and saved. It is important to read this document carefully before investing into the fund, and later in this process you will be prompted to confirm that you have read the KIID before the transaction can proceed.

4. Select the Next button once you have finished picking funds.

5. Use the Back or Cancel button to discard the transaction and return to the Account page.

STEP THREE: UPDATE INVESTMENT AMOUNTS

1. Any new funds you have added are shown below the existing funds. Select the minus icon to remove them.

2. Enter the monetary amount to be invested into each fund.

3. The Key Investor Information Document (KIID) is available to download and save here (if you haven’t done so already in the previous step).

4. The Total figure will update to show the full amount you are investing.

5. Tick the boxes to confirm you have read the KIID and SID for each of the funds chosen.

6. Select Next to proceed. This option will only be available to select once you have completed all the required information in the previous steps.

STEP FOUR: SUMMARY

1. The funds chosen, amounts to be invested and income preferences selected are summarised for you to review.

2. Important information about the next steps after you submit the transaction are shown.