Important dates & next step
For more information, please refer to the additional information below the table.
Investor | Cut-off to link accounts & update details | BPAY cut-off date | Final cut-off for redemptions | Move to Vanguard Personal Investor | Login to Vanguard Personal Investor |
|---|---|---|---|---|---|
Details | Last day to link accounts or update personal details before the move (implementation commencement date). | Last day to make investments into funds using BPAY | Transactions will not be accepted past cut-off time. | Move to take place. Online access to existing account will be unavailable. | Move complete. Access to Vanguard Personal Investor Account available. |
| Retail fund investor | Wednesday, 27 September 2023 | 5pm (AET) Monday, 2 October 2023 | 1pm (AET), Tuesday 3 October 2023 | Weekend, 7-8 October 2023 | Monday, 9 October 2023 |
| Wholesale fund investor | Wednesday, 18 October 2023 | 5pm (AET) Thursday, 26 October 2023 | Not applicable | Weekend, 28-29 October 2023^ | Monday, 30 October 2023^ |
| ^ If these dates change, we'll be in touch. |
Investor
Details
Cut-off to link accounts & update details
BPAY cut-off date
Final cut-off for redemptions
Transactions will not be accepted past cut-off time.
Move to Vanguard Personal Investor
Move to take place. Online access to existing account will be unavailable.
Investor
Cut-off to link accounts & update details
BPAY cut-off date
Final cut-off for redemptions
Move to Vanguard Personal Investor
Investor
Cut-off to link accounts & update details
BPAY cut-off date
Final cut-off for redemptions
Move to Vanguard Personal Investor
Investor
Cut-off to link accounts & update details
BPAY cut-off date
Final cut-off for redemptions
Move to Vanguard Personal Investor
Following the successful proposal to move your clients to a Vanguard Personal Investor Account, we’re pleased to confirm the moving dates for retail fund investors in the table above, with further details below.
The wholesale fund investor dates will be confirmed via email and this web page in the coming weeks.
Learn more about the Retail and Wholesale proposals that were successfully approved at the unit holder meeting held on 15 August 2023.