Investments Forms Library – La Trobe Financial

Notice On 18 September 2025 ASIC have lodged an Interim Stop Order on our 12 Month Term Account, 2 Year Account, and USPC Fund Class B. These products cannot take new investments until the matter is resolved. We are engaging with ASIC on these matters and hope to bring about an efficient resolution. For more information, click here.

Investments / Forms & Disclosure

Australian Real Estate Private Credit Documents

Investment & Disclosure Documents

New Investor Application Form

Investment TMDs

Financial Services Guide

Fund Constitution

Investor & Portfolio Reporting

Fund Annual Report

Disclosure Notice (change of Auditor)

4 Year Account - Quarterly Report

Updating your Account

Change of Bank Account Details

Direct Debit Request

Withdrawal Request

Regular Access Request

Transfer of Investment

Third Party Access Request

FACTA & CRS Details

Updating Adviser Details

Appointment of Financial Adviser

Request to Change Financial Adviser

Global Asset Management Documents:

La Trobe US Private Credit Fund

US Private Credit Fund - Class A

Information Memorandum

Fund Annual Report

New Investor Application Form (Class A)

FATCA & CRS Form

Monthly Fund Profile (Class A)

Quarterly Brochure (Class A)

Snapshot & Metrics (Class A)

Withdrawal Request

Distribution Notices

US Private Credit Fund - Class B

Fund Annual Report

New Investor Application Form (Class B)

FACTA & CRS Form

Monthly Fund Profile (Class B)

Snapshot & Metrics (Class B)

Withdrawal Request

Distribution Notices

La Trobe Private Credit Fund ASX: LF1 Documents

Corporate Governance

Board Member Profiles

Board Skills Matrix

Corporate Governance Statement

Anti Corruption Compliance Policy

Code of Conduct

Whistleblower Policy

Continuous Disclosure Policy

Security Trading Policy

AFSL Conflicts Policy

Board Audit & Risk Committee Charter

Reports & Resources

Product Disclosure Statement

Target Market Determination

Distribution Reinvestment Plan

Investor Presentation

Distribution Schedule

ASX: LF1 Brochure

Monthly Fund Profile

Distribution Notices