Syndicates

1. Peet identifies a strategic parcel of land and assesses the opportunity.
2. Peet negotiates and purchases the land.
3. Peet sets up the entity (Peet Syndicate) to develop the land.
4. Independent experts (lawyers, engineers, economists, valuers, planners and accountants) undertake rigorous due diligence on the offer document (refer below).
5. An offer is made to syndicate investors through a prospectus or product disclosure statement (referred to as an ‘offer document’).
6. Investors registered with Peet receive the offer document, complete the application if they wish to invest and then receive their investment allocation.
7. Peet assigns an experienced project development team.
8. Required planning and development approvals are sought and obtained.
9. Subject to market conditions, staged construction commences, and the first lots are released for sale.
10. Construction and sale of lots continue in staged releases throughout the life of the project.
11. Peet Syndicate investors are informed on the development progress through regular updates.
12. As company profits emerge and subject to working capital requirements, funding and taxation legislation, dividends/distributions are paid to syndicate investors and capital is also returned progressively.
13. Once the development is completed, the Peet Syndicate is wound up and final dividends and returns of capital are made to securityholders.

Since 5 July 2012, Peet Funds Management Limited ACN 145 992 169 has been the responsible entity of Managed Investment Schemes (MIS) established by Peet. MISs currently operating are:

• Burns Beach Property Trust (ARSN: 094 229 464)
• Peet Yanchep Land Syndicate (ARSN: 145 969 713)
• Peet Werribee Land Syndicate (ARSN: 610 856 098)
• Peet Greenvale Syndicate (ARSN: 160 996 510) (completed – in wind-up)

Peet Funds Management Limited operates under Australian Financial Services Licence 415753.

In accordance with ASIC’s RG46, Peet Funds Management Limited is required to disclose specific information regarding the MISs, which aims at improving disclosure to all retail investors of unlisted registered property schemes. View the current relevant disclosures below.

• Burns Beach Property Trust (ARSN: 094 229 464)
• Peet Yanchep Land Syndicate  (ARSN: 145 969 713)
• Peet Werribee Land Syndicate  (ARSN: 610 856 098)

Please log in to Computershare to manage your investment and update your details, for example direct credit updates/notifications, TFN notifications, communication preferences, and change of addresses.

Transferor/seller – an original certified copy of identification as per the table below.

Transferee/buyer – an original certified copy of their identification as per the table below (for new investors in Peet Syndicates or on request by Peet).

An authorised person must check and sign a copy of an original document to state that it is a valid document.

How to certify a document:

1. The document must be certified by someone who has permission to do so under State law.
2. The certifying officer’s name, qualification and contact number must be clearly stated on the document.
3. All pages of the document must be certified.
4. The certification must contain a statement to the effect that it is a ‘true and correct copy’ of the original.
5. The stamp and/or statement and signature of the authorised person must be original. No photocopies of the certification are acceptable.

Examples of persons, who may be able to certify a document as a true and correct copy of an original, include:

• Legal Practitioner
• Justice of the Peace
• Chartered Accountant or Certified Practicing Accountant
• Legally qualified medical practitioners
• Members of the police force

We will not accept documents certified by parties involved in the transaction.

If the Transfer Form is signed under Power of Attorney, the Power of Attorney document must either be previously lodged with Peet or submitted as an original certified copy along with the Transfer Form.

If the original security certificate is lost, you can request a replacement by completing the Lost or Destroyed Share Certificate form (found below)and mailing it to us together with a certified copy of identification.

Peet is required to comply with the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (AML/CTF Act) and has adopted an anti-money laundering and counter terrorism financing program. The program:

• Sets out the key measures that Peet will apply to assess the AML/CTF risks to its activities;
• Sets out the key measures that Peet will apply to mitigate and control those risks; and
• Explains the manner in which Peet will approach customer identification and verification.

As prescribed by the AML/CTF Act, Peet must undertake customer identification procedures for each investor in the Company’s managed investment schemes called ‘know your customer’ identification.

Peet may from time to time update its information requirements from Peet Syndicate investors to meet updated standards under the AML/CTF Act.

Minimum ‘know your customer’ identification is required to be collected from each party involved in a transfer of units. The level of ‘know your customer’ identification required to be collected will depend on the specific circumstances.

Peet does not operate a secondary market for the buying and selling of Peet Securities. If you wish to register your interest in buying or selling securities in any Peet Syndicate, you will need to complete a Buyers’ or Sellers’ Authority form and return it to Peet (found below).

Peet will assist the assembly of a buyer and seller by keeping a register of the names offered (with contact details) and passing on the names, as requested, to facilitate parties who wish to trade.

Peet Syndicate investors wanting to sell their securities need to complete the Sellers’ Authority Form (found below) and provide this to Peet. Once received by Peet:

• Seller details will be added to the Sellers’ Register; and
• if requested, provided with a list of potential buyers for the relevant Peet Securities.

Investors looking to acquire Peet Syndicate securities need to complete the Buyers’ Authority Form (found below) and provide this to Peet. Once received by Peet:

• Buyer details will be added to the Buyers’ Register; and.
• if requested, provided with a list of potential sellers for the relevant Peet Securities.

Once the parties agree on appropriate transaction terms, and an executed transfer form is received by Peet, along with the relevant documentation (see Transferring Securities section, above), a new securities certificate will be issued in the name of the purchaser and the transfer registered.

Transfer Form

Lost or Destroyed Share/Unit Certificate Statutory Declaration

Customer Identification & Verification Form

Sellers Authority Form

Buyers Authority Form

All forms and supporting documents to be submitted to:

Syndicate Investor Services Officer
Peet Limited
PO Box 7224
Cloisters Square WA 6850

For queries, please contact:
peet.syndicates@peet.com.au or (08) 9420 1111

Complaints Policy

Our Commitment

Peet is committed to providing high-quality service to our customers and investors. If something goes wrong or if you are dissatisfied with our products, services, or how we’ve handled an issue, we encourage you to let us know. Your feedback helps us improve the services we provide and ensures we meet our obligations under Australian law and industry standards.

This policy explains how you can make a complaint, how we will handle it, and your rights to escalate the matter if you’re not satisfied with our response.

How to Make a Complaint

You can lodge a complaint in any of the following ways to the Syndicate Investor Services Officer:

• Phone: 08 9420 1111
• Email: peet.syndicates@peet.com.au
• Post: PO Box 7224, Cloisters Square WA 6850
• In person: Level 7, 200 St Georges Terrace Perth WA 6000

If you need assistance to make a complaint (e.g. due to disability, language, or other support needs), we will do our best to assist.

A Read Easy version of our Complaints/Feedback process can be found here

What Happens Next

We aim to:

• Acknowledge your complaint within 24 hours (or as soon as possible)
• Investigate and resolve your complaint fairly and efficiently
• Keep you informed throughout the process
• Provide a response within 30 calendar days

Our Commitment to Fairness and Privacy

We will:

• Treat your complaint seriously and respectfully
• Be fair and objective throughout the process
• Protect your privacy and keep your information confidential in accordance with our Privacy Policy

If You’re Still Not Satisfied

If you are unhappy with our final response or if your complaint is not resolved within the required time, you can contact the Australian Financial Complaints Authority:

• Website: www.afca.org.au
• Phone: 1800 931 678
• Email: info@afca.org.au
• Mail: GPO Box 3, Melbourne VIC 3001