As a CPDF investor, we would like to inform you the Clarence Property Diversified Fund registry provider has changed to Boardroom Pty Limited (“Boardroom”). Boardroom is one of Australia’s leading registry service providers and has a focus on delivering exceptional investor experiences driven by innovation and technology.
This page includes important information regarding the service we will provide you as an investor in CPDF, and instructions on how to set up access to Boardroom’s online portal – InvestorServe.
InvestorServe offers you online access 24 hours a day,7 days a week so you can securely view and manage your investment in Clarence Property Diversified Fund (CPDF).
Through InvestorServe, you can:
- Update and manage your contact information
- Update and manage payment preferences
- View Holdings and Transactions
- View Fund updates and Reports
- View Distribution and Taxation Statements
Your holding details and transaction history are now accessible on our online service portal, InvestorServe via www.investorserve.com.au.
For security purposes, a Holding Statement has been posted to your registered address. This statement includes your Unitholder Number which you will need to register your online access (your existing 5 digit Unitholder number will also be your new Unit Holder number).
If you do not receive this statement within the next week, please contact us directly on the contact details provided below.
Once you receive your Holding Statement, we encourage you to register for your access to InvestorServe.
Visit www.investorserve.com.au and select ‘REGISTER NOW’.
Input the details of your Clarence Property holding including your holding type (Unit Trust) and Unitholder Number.
Issuer – Clarence Property Corporation Limited
Holding type – Unit Trust.
Reference Number – enter either your 5 or 10 digit unit holder ID.
Select security verification – either your mobile number or email address.
Enter verification code sent as an SMS to your mobile, or emailed to you.
Enter contact details.
Set up your username and password.
Select ‘REGISTER’ to set up your account.
Only the Primary Contact for the investment holding can register for online access.
You have been identified as the Primary Contact for your investment holding.
If you require co-investors or service providers to have access to InvestorServe, you may share your login details with these persons.
If at any time one of these persons ceases to be your co-investor or service provider, please reset your password.
Information including reports, statements and policies can be found on the InvestorServe portal. You will receive a notification when new statements (or other documents) become available.
Your registration will ensure you receive these notifications in a timely fashion.
If you require assistance setting up your InvestorServe access, or have any other questions regarding Boardroom, please do not hesitate to contact us:
1800 773 382 (within Australia)
+61 2 9290 9680 (outside Australia)
email: clarence@boardroomlimited.com.au