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1 Investment Strategy Form Investment Service Please complete this form in BLOCK LETTERS using BLACK or BLUE pen only. Section 1 Investor Details New application Account number OR D V N 6 / Investor name(s) or Company/Trustee name if applicable Date of birth if applicable Contact / / Contact telephone Contact mobile Fax Country of residence for tax purposes RGB = 66CC33 Section 2 Investment Direction Please advise whether you wish to nominate a new investment strategy (2.1) or whether you wish to PMS make 2925 a specific investment placement, redemption or switch (2.2) by placing a tick (P) in the appropriate box. 2.1 I/We wish to nominate a new investment strategy Please advise whether your new investment strategy is to apply to A) your existing balance and future deposits or B) future deposits only, by placing a tick (P) in the appropriate box. A) Please apply this strategy to my existing balance and all future deposits (including Cash Account surpluses). (Complete the automatic rebalancing section below and Sections 3 and 8 of this form.) Automatic Rebalancing Facility (Managed Funds Only) You can choose to have your account rebalanced automatically to your nominated investment strategy allocations on 15 May each year by selecting this facility (Refer to the simplewrap Investment Service Guide). Do you wish to have your account automatically rebalanced each year? (P) Yes No B) Please apply this strategy to all future deposits only. (Complete Sections 3 and 8 of this form.) CMYK = 50C 100Y 2.2 I/We wish to make a specific placement/redemption/switch request without affecting my investment strategy for future deposits. (Complete Sections 4, 5, 6 [and/or 7] and 8 of this form.) Section 3 Investment Strategy Nomination Please complete this section if you wish to nominate an investment strategy for your current account balance and/or future deposits. PWS-ETSL-FM0001_ Before completing this section, you should be aware of the following: When making your selections, you must remember that the sum of the allocations must add up to 100%. If they do not add up to 100%, your request cannot be accepted. This strategy will remain in place and all future deposits will be invested according to this strategy until such time as you revoke the strategy or submit a new investment strategy that we accept. The Priority section allows you to nominate the order in which you would like your investment options to be sold should your Cash Account fall below the minimum required. For example, the first investment to be sold should be marked with a 1. If we do not receive Priority instructions from you, we will sell the required amount of investments according to our default sell method. The Cash Account Minimum holding is detailed in the current simplewrap Investment Service Guide. This amount will automatically be retained in your Cash Account. P1 of 10

2 Section 3 Investment Strategy Nomination Full details of each managed fund strategy available can be found in each of the underlying investment s disclosure document available from your financial adviser, our website or by contacting us on Some fund managers may take longer than others to complete transactions. We will endeavour to keep you informed when there are manager delays. Some funds may have extended withdrawal periods (you should refer to the underlying fund s disclosure document for further information). The minimum placement amount per managed fund is $200. Underlying fund managers may have additional acceptance and withdrawal conditions which will be outlined in their disclosure document. APIR Cash Account amounts over and above the Cash Account Minimum holding requirement. CM0001 DIVERSIFIED FUNDS Australian Ethical Balanced Fund UU0160 AUG0001AU BlackRock Wholesale Balanced Fund UU0141 PWA0822AU BT Sustainable Conservative Fund UU0289 RFA0811AU Schroder Balanced Fund Wholesale Class UU0593 SCH0102AU Schroder Real Return Fund Wholesale Class UU0679 SCH0047AU SECTOR FUNDS Cash UBS Cash Fund UU0657 SBC0811AU Mortgages EQT Wholesale Mortgage Income Fund UU0510 ETL0122AU Fixed Interest Aberdeen Australian Fixed Income Fund UU0358 CRS0004AU AMP Capital Corporate Bond Fund Class A UU0626 AMP0557AU BlackRock Indexed Australian Bond Fund UU0612 BGL0105AU Bentham Wholesale Global Income Fund UU0522 CSA0038AU Colchester Global Government Bond Fund UU0678 ETL0409AU Colonial First State Global Credit Income Fund UU0613 FSF0084AU EQT Diversified Fixed Income Fund UU0673 ETL0421AU Goldman Sachs Core Plus Australian Fixed Income Fund UU0562 JBW0038AU Goldman Sachs Enhanced Income Wholesale Fund UU0627 JBW0018AU Macquarie Income Opportunities Fund UU0663 MAQ0277AU Macquarie True Index Australian Fixed Interest Fund UU0628 MAQ0211AU Nikko AM Australian Bond Fund UU0592 TYN0104AU Perennial Tactical Income Trust UU0611 IOF0145AU Perpetual Wholesale Diversified Income Fund UU0595 PER0260AU PIMCO EQT Wholesale Australian Bond Fund UU0529 ETL0015AU PIMCO EQT Wholesale Diversified Fixed Interest Fund UU0565 ETL0016AU PIMCO EQT Wholesale Global Bond Fund - Class B UU0521 ETL0018AU Schroder Fixed Income Fund UU0564 SCH0028AU UBS Australian Bond Fund UU0359 SBC0813AU Vanguard Australian Fixed Interest Index Fund UU0411 VAN0001AU Australian Shares Alphinity Wholesale Socially Responsible Share Fund UU0161 HOW0121AU AMP Capital Sustainable Share Fund Class A UU0399 AMP0449AU Australian Ethical Advocacy Fund Class B UU0552 AUG0020AU % allocation priority P2 of 10

3 Section 3 Investment Strategy Nomination (cont.) SECTOR FUNDS APIR Australian Shares (cont.) Australian Ethical Diversified Shares Fund UU0342 AUG0019AU Australian Ethical Australian Shares Fund UU0226 AUG0018AU Australian Unity Acorn Capital Wholesale Microcap Trust UU0377 AUS0108AU Australian Unity Platypus Australian Equities Trust UU0507 AUS0030AU AUSBIL Australian Active Equity Fund UU0514 AAP0103AU AUSBIL Australian Emerging Leaders Fund UU0516 AAP0104AU AUSBIL Australian Geared Equity Fund UU0629 AAP0002AU AUSBIL MicroCap Fund UU0630 AAP0007AU Bennelong ex-20 Australian Equities Fund UU0600 BFL0004AU BlackRock Australian Equity Opportunities Fund UU0660 MAL0072AU BlackRock Indexed Australian Equity Fund UU0621 BGL0034AU BT Wholesale Core Australian Share Fund UU0135 RFA0818AU BT Wholesale Ethical Share Fund UU0402 RFA0025AU BT Wholesale Long Short Fund UU0622 RFA0064AU BT Wholesale MicroCap Opportunities Fund UU0631 RFA0061AU Colonial First State Australian Share-Core Fund UU0623 CFM0404AU Colonial First State Wholesale Equity Income Fund UU0590 FSF0961AU Colonial First State Wholesale Geared Share Fund UU0275 FSF0043AU Eley Griffiths Small Companies UU0675 EGG0001AU Ellerston Australian Market Neutral Fund UU0667 ECL0013AU EQT Wholesale Flagship Fund UU0526 ETL0079AU Fidelity Australian Equities Fund UU0547 FID0008AU Goldman Sachs Australian Equities Wholesale Fund UU0320 JBW0009AU Grant Samuel Tribeca Alpha-Plus Fund Class A UU0543 ETL0069AU Greencape Wholesale High Conviction Fund UU0615 HOW0035AU Hunter Hall Australian Value Trust UU0416 HHA0001AU Hyperion Australian Growth Companies Fund UU0557 BNT0003AU Hyperion Small Growth Companies Fund UU0239 BNT0101AU Integrity Australian Share Fund UU0620 ITG0001AU K2 Australian Absolute Return Fund UU0619 KAM0101AU Magellan Infrastructure Fund UU0664 MGE0002AU Nikko AM Tyndall Australian Share Income Fund UU0614 TYN0038AU Nikko AM Tyndall Australian Share Wholesale Portfolio UU0546 TYN0028AU Perennial Value Shares for Income Trust UU0665 IOF0078AU Perennial Value Shares Wholesale Trust UU0415 IOF0206AU Perpetual Share Plus Long Short Fund UU0618 PER0072AU Perpetual Wholesale Concentrated Equity Fund UU0563 PER0102AU Perpetual Wholesale Ethical SRI Fund UU0518 PER0116AU Perpetual Wholesale Geared Australian Share Fund UU0617 PER0071AU % allocation priority P3 of 10

4 Section 3 Investment Strategy Nomination (cont.) SECTOR FUNDS APIR Australian Shares (cont.) Perpetual Wholesale Industrial Share Fund UU0379 PER0046AU Perpetual Wholesale Smaller Companies Share Fund UU0394 PER0048AU Realindex Australian Share Fund Class A UU0616 FSF0976AU Schroder Wholesale Australian Equity Fund UU0545 SCH0101AU SGH 20 UU0548 ETL0042AU UBS Australian Share Fund UU0392 SBC0817AU Vanguard Australian Shares Index Fund UU0511 VAN0002AU Zurich Investments Equity Income Fund UU0596 ZUR0538AU International Shares Aberdeen Actively Hedged International Equities Fund UU0396 CRS0005AU Aberdeen Asian Opportunities Fund UU0560 EQI0028AU Aberdeen Emerging Opportunities Fund UU0558 ETL0032AU Arrowstreet Global Equity Fund UU0607 MAQ0464AU BlackRock Global Allocation Fund Class D UU0532 MAL0018AU BlackRock Global Small Cap Fund (D Class) UU0606 MAL0133AU BlackRock Global Hedged Small Cap Fund (D Class) UU0655 MAL0135AU BlackRock Indexed International Equity Fund UU0633 BGL0106AU BlackRock Indexed International Equity Fund (Hedged) UU0634 BGL0044AU Colonial First State Wholesale Global Resource Fund UU0637 FSF0038AU Fidelity Asia Fund UU0556 FID0010AU Generation Wholesale Global Share Fund UU0530 FSF0908AU Goldman Sachs International Wholesale Fund UU0265 JBW0014AU Grant Samuel Epoch Global Equity Shareholder Yield Fund (Hedged) UU0638 GSF0001AU Grant Samuel Epoch Global Equity Shareholder Yield Fund (Unhedged) UU0639 GSF0002AU Hunter Hall Global Equities Trust UU0421 HHA0002AU Hunter Hall Value Growth Trust UU0263 HOW0002AU IFP Global Franchise Fund UU0640 MAQ0404AU Ironbark GTP Global Equity Agribusiness Fund UU0223 MGL0019AU Ironbark GTP Global Equity Thematic Fund UU0599 MGL0004AU K2 Asian Absolute Return Fund UU0641 KAM0100AU K2 Select International Absolute Return Fund UU0642 ETL0046AU Macquarie New Stars Fund UU0672 MAQ0640AU Magellan Global Fund UU0594 MGE0001AU Magellan Global Fund (Hedged) UU0677 MGE0007AU MFS Fully Hedged Global Equity Fund UU0676 ETL0041AU MFS Global Equity Trust UU0544 MIA0001AU Perpetual Wholesale International Share Fund UU0368 PER0050AU Platinum Asia Fund UU0513 PLA0004AU Platinum International Brands Fund UU0561 PLA0100AU Platinum International Fund UU0397 PLA0002AU Platinum Japan Fund UU0610 PLA0003AU Premium Asia Fund UU0550 MAQ0635AU % allocation priority P4 of 10

5 Section 3 Investment Strategy Nomination (cont.) SECTOR FUNDS APIR International Shares (cont.) Premium China Fund UU0551 MAQ0441AU Responsible Investment Leaders International Share Fund Class A UU0398 AMP0455AU Schroder Global Active Value Fund UU0644 SCH0030AU Schroder Global Active Value Fund (Hedged) AUD Class UU0645 SCH0032AU T Rowe Price Global Equity Fund UU0646 ETL0071AU Templeton Global Equity Fund UU0608 FRT0004AU Vanguard Emerging Markets Share Index Fund UU0512 VAN0005AU Vanguard International Shares Index Fund UU0541 VAN0003AU Vanguard International Shares Index Fund (Hedged) UU0531 VAN0105AU Walter Scott Global Equity Fund UU0647 MAQ0410AU Zurich Investments Global Thematic Share Fund UU0527 ZUR0061AU Alternative s AMP Capital Core Infrastructure Fund - Class A UU0520 AMP1179AU AMP Capital Multi- Fund Class A UU0648 AMP1685AU Aspect Diversified Futures Fund Class A UU0625 FSF1086AU BlackRock International Global Fund Class D UU0517 MAL0016AU BlackRock Scientific Global Markets Fund UU0554 BGL0045AU Kapstream Absolute Return Income Fund UU0649 HOW0052AU P.M. Capital Enhanced Yield Fund UU0666 PMC0103AU RARE Infrastructure Value Fund Hedged UU0559 TGP0008AU RARE Infrastructure Value Fund Unhedged UU0586 TGP0034AU Winton Global Alpha Fund UU0566 MAQ0482AU Property AMP Capital Core Property Fund Class A UU0523 AMP1015AU AMP Capital Global Property Securities Fund Class A UU0603 AMP0974AU APN AREIT Fund UU0553 APN0008AU BlackRock Indexed Australian Listed Property Income Fund UU0604 BGL0108AU BT Global Property Securities Fund UU0605 RFA0051AU EQT SGH LaSalle Global Listed Prop Secs UU0515 ETL0005AU EQT SGH Wholesale Property Income Fund UU0591 ETL0119AU Resolution Capital Global Property Securities Fund UU0567 WHT0015AU Ironbark RREEF Global (Ex-Australia) Property Securities Fund UU0519 MGL0010AU Ironbark RREEF Paladin Property Securities Fund UU0225 PAL0002AU Vanguard Australian Property Securities Index Fund UU0425 VAN0004AU For Accredited Dimensional Advisers Only Fixed Interest Dimensional Short Term Fixed Interest Trust UU0572 DFA0100AU Dimensional 2-Yr Diversified Fixed Interest Trust UU0573 DFA0002AU Dimensional 5-Yr Diversified Fixed Interest Trust UU0574 DFA0108AU Dimensional Global Bond Trust UU0575 DFA0028AU % allocation priority P5 of 10

6 Section 3 Investment Strategy Nomination (cont.) APIR % allocation For Accredited Dimensional Advisers Only Australian Shares Dimensional Australian Core Equity Trust UU0576 DFA0003AU Dimensional Australian Large Company Trust UU0577 DFA0103AU Dimensional Australian Small Company Trust UU0578 DFA0104AU Dimensional Australian Value Trust UU0570 DFA0101AU International Shares Dimensional Emerging Markets Trust UU0571 DFA0107AU Dimensional Global Core Equity Trust UU0650 DFA0004AU Dimensional Global Core Equity Trust (AUD Hedged) UU0579 DFA0009AU Dimensional Global Large Company Trust UU0580 DFA0105AU Dimensional Global Small Company Trust UU0581 DFA0106AU Dimensional Global Value Trust UU0582 DFA0102AU Global Property Dimensional Global Real Estate Trust UU0583 DFA0005AU Total allocations must equal 100% priority Section 4 Term Deposits The Term Deposits available through simplewrap are currently limited to those on the simplewrap website under the Research Access section for advisers. Clients can obtain current rates by contacting their adviser or by calling Client Services on Refer to the current Term Deposit rate sheet for set minimum amount. Amount Term Rate Note: From 1 December 2014, all new and existing National Australia Bank Term Deposit customers will be required to provide 31 days notice to access part or all of their investment prior to maturity. P6 of 10

7 Section 5 Placement/Redemption/Switch Request Managed Funds Only Please complete this section if you wish to make a specific placement, redemption or switch request without changing your investment strategy for your account balance or future deposits. If you wish to change the investment strategy for future deposits as well as make a specific placement, redemption or switch request, you must also complete Section 3. Before completing this section, you should be aware of the following: When nominating investment placements, you need to ensure that the Cash Account Minimum holding amount remains in the Cash Account at all times. If we receive requests to place investments and there is insufficient cash in the Cash Account, we will scale back the investment placements. Any placements, redemptions or switches nominated below will not affect your nominated investment strategy. If you wish to change your investment strategy for your existing balance, complete Section 3. Do not complete this section. By completing this section you will void any automatic rebalancing instructions that you may have previously provided. If you wish to use the automatic rebalancing facility you must nominate an investment strategy for your existing balance and future deposits in Section 3, instead of completing this section. PLACEMENTS REDEMPTIONS Amount ($ or %) if total write 100% Amount ($ or %) if total write 100% P7 of 10

8 Section 6 Direct Choice (Direct Shares and Exchange Traded Funds (ETFs) Only) The direct shares available through simplewrap Investment Service are limited to those listed on the ASX. Direct Share trades will be at Market (i.e. the prevailing share price at the time of execution of the trade) unless otherwise specified below. The current approved ETFs are: ASX ASX Betashares Australian High Interest AAA SPDR MSCI Australia Select High Dividend Yield SYI Cash ETF BetaShares Australian Top 20 Equity Yield YMAX SPDR S&P/ASX 50 Fund SFY Maximiser Fund BetaShares FTSE RAFI Australia 200 ETF QUS SPDR S&P/ASX 200 Fund STW ishares MSCI Emerging Markets ETF IEM SPDR S&P/ASX 200 Listed Property Fund SLF ishares Core S&P 500 ETF IVV SPDR S&P World ex Australia Fund WXOZ ishares Core S&P Small Cap ETF IJR SPDR S&P World ex Australia (Hedged) Fund WXHG ishares Global 100 ETF IOO UBS IQ MSCI World ex Australia Ethical ETF UBW ishares Government Inflation ETF ILB Vanguard Australian Fixed Interest Index ETF VAF ishares MSCI EAFE ETF IVE Vanguard Australian Property Securities Index VAP ishares S&P/ASX 20 ILC Vanguard Australian Shares High Yield VHY ishares S&P/ASX Dividend Opportunities IHD Vanguard Australian Shares Index VAS Russell Australian Select Corporate RCB Vanguard MSCI Australian Small Companies VSO Bond ETF Index ETF Russell High Dividend Australian Shares RDV A minimum amount of $1,000 per share transaction applies. Buy ASX Code Name of shares Number of shares or $ amount (approx.) Maximum buy price requested or market price ASX Code Name of shares Number of shares or $ amount (approx.) Minimum sell price requested or market price Note: Brokerage charges will apply. Please refer to the current simplewrap Investment Service Guide or your financial adviser for information on brokerage charges. P8 of 10

9 Section 7 Transfers (In Specie) Details required when investments other than cash/cheques are transferred to your account. Exact name of Exact $ amount or number of Units Exact date of each acquisition Exact cost of each acquisition Present Unit value of each acquisition Please complete an Australian Standard Transfer Form for each asset transferred. This form is available from your financial adviser or by contacting Client Services on Section 8 Declarations I/We request the Operator to process the investment instructions specified in this form. I/We have received, read, and understood the current simplewrap Investment Service Guide and agree to the terms and conditions. I/We acknowledge and agree that the SimpleWrap Investment Service Guide outlines how and where I/We can obtain a copy of the Equity Trustees Limited (EQT) Group privacy Policy. I/We confirm that the personal information that I/we have provided on this Investment Strategy Form is correct and current, and should these details change, I/we shall promptly advise the EQT Group of the change(s). I/We acknowledge that up-to-date fee information on each of the underlying managed funds is contained each underlying fund s product disclosure document available from my/your financial adviser or by visiting www. simplewrap.com.au. I/We confirm that I/we have obtained or have been provided with and have read a current Product Disclosure Statement (PDS) for each managed fund selected. Signature Capacity Date I/We understand that the Cash Account Minimum holding amount as described in the current simplewrap Investment Service Guide will be held in a Cash Account to maintain the Operator s ability to pay expenses on my/our behalf. Should it be required, the Operator may redeem or sell investments to make provision for expenses to be met. I/We acknowledge that all placements and redemptions are subject to the investment managers acceptance and withdrawal conditions. I/We understand that where I/we have selected the automatic rebalancing facility, any transactions resulting from the rebalancing process will occur on 15 May of each year (unless specified otherwise) regardless of the investment conditions at the time. Where this date falls on a weekend or public holiday, the transactions will be placed on the following business day. I/We acknowledge that the Operator does not guarantee either the repayment of capital or payment of income, nor the investment performance of the investments I/we have nominated. / / Company Seal Signature Capacity Date / / P9 of 10

10 Section 9 To be Completed by the Financial Adviser (if applicable) Adviser name Adviser Adviser AFSL Adviser business name Adviser Stamp Adviser postal address Suburb State Post Adviser physical address Suburb State Post Dealer group/licensee Adviser address Telephone Mobile Fax Adviser signature Date / / P10 of 10