BPAY^®

Lincoln Indicators is pleased to offer BPAY^® as an additional investment service for our existing Managed Fund investors. Investing using BPAY^® is fast, convenient and easy to use.

Key features:

• If you’re adding to a Fund you already hold via BPAY^®, you don’t need to send instructions to the Unit Registry, MUFG (formerly Link Market Services). Your unique Customer Reference Number (CRN) will ensure MUFG allocates your BPAY^® payment directly to your investment.
• You can set up regular or recurring additions, subject to the minimum amount for your Fund:
  • Lincoln Australian Wholesale Growth Fund minimum additional investment is $5,000
  • Lincoln Australian Retail Growth Fund minimum additional investment is $1,000
  • Lincoln Australian Wholesale Income Fund minimum additional investment is $5,000
  • Lincoln Australian Retail Income Fund minimum additional investment is $1,000
  • Lincoln U.S. Growth Fund Hedged minimum additional investment is $1,000
  • Lincoln U.S. Growth Fund Unhedged minimum additional investment is $1,000
• BPAY^® payments are typically overnight transactions. However, there may be a delay between the day you initiate a BPAY^® transaction and the day your funds are transferred to Lincoln. Units will only be issued once we receive the cleared money in our bank account and will be issued at the unit price of your chosen Fund applicable to the day payment is received.

How to use:

Before proceeding with BPAY^®, please contact your financial institution to confirm this service is available to you.

A reminder- this service is currently available to our existing investors only

After your initial application, your confirmation statement receipt will include your BPAY^® payment details, including your unique Customer Reference Number (CRN). You can also locate your CRN by logging into the MUFG Investor Centre and navigating to the Portfolio Details section, or by contacting our Managed Fund Client Service team on 1300 676 333.

Access the BPAY^® facility through your financial institution’s online banking platform. Then complete the following steps:

Step 1: Enter the Biller Code for the Lincoln Fund you are applying into.

Step 2: Enter your applicable Customer Reference Number (CRN).

Step 3: Enter the amount you wish to invest – remembering minimum payment amounts apply (see above)

Step 4: Please keep a record of your receipt number as proof of the transaction. You will receive an email notification from MUFG advising you of a recent transaction or statement available for download from the MUFG Investor Centre, confirming your additional investment has settled.

Biller codes for Lincoln Indicators