We shall provide to you:
Written confirmation of the investment term nominated by you, the applicable distribution rate and the date the nominated term expires;
Quarterly transaction statements as at 31 March, 30 June, 30 September and 31 December in each year;
taxation statements each July of interest received in the preceding tax year;
annual financial statement for the Owenlaw Mortgage Trust.
In addition the audited annual and half yearly financial statements of Owenlaw Mortgage Trust are available free of charge on request.
Summary of Owenlaw Mortgage Trust
Summary of benefits
Reporting to you
Type of loans that make up the Trust
Financial accounts
Product Disclosure Statement
Regulatory note
Owenlaw Mortgage Trust
ARSN 121 895 690
Manager/responsible entity:
Owenlaw Trust Limited
ABN 96 004 414 653
Australian Financial Services
Licence No. 300670

© Owenlaw Mortgage Investment