FAQs

FAQs about Macquarie CPF Instalment Receipts

Are the terms for an investment through CPF Instalment Receipts the same for every series?

The structure of your investment in CPF Instalment Receipts is the same for each series, however the terms will differ between offers. Therefore, it is important you read and understand the Supplementary Product Disclosure Statement (SPDS) relating to the series you wish to invest into.

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Can I transfer my CPF Instalment Receipts to another investor?

Yes, you are permitted to transfer your CPF Instalment Receipts to another investor chosen by you. Refer to Section 6 'Details of the Issue' in the Macquarie CPF Instalment Receipts Product Disclosure Statement. In addition, refer to the SPDS for the series for the fees which apply to transfers.

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What fees and costs do I have to pay in relation to CPF Instalment Receipts?

On application:

  • When you apply for CPF Instalment Receipts you will need to pay the First Instalment and an Establishment Fee.

During the investment term:

  • While you are holding CPF Instalment Receipts, you need to pay the Monthly Interest Amounts.

At the completion date:

  • At the completion date, you will need to pay the Final Instalment and any break costs and brokerage if applicable. In addition, you may be required to pay any outstanding interest payable.

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What if I decide to terminate my investment before the investment completion date?

If you decide to terminate your investment before the investment completion date, Macquarie will direct the Security Trustee to sell the Underlying Security. The proceeds from this sale will be used to pay the balance of the Final Instalment, plus any oustanding monthly interest amounts, break costs and brokerage.

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