Setting up an account with Automic

Follow the below steps in order to set up your account with Automic

• Go to Automic’s registration page and click “Register”
• Select Forager International Shares Fund or Forager Australian Shares Fund in the Company Name Field
• Enter your SRN
• Enter part of your entity Holding Name
• Enter your Postcode or, if outside of Australia, your Country of Residence
• Tick the ‘I’m not a robot’ box and click ‘Next’
• Set up your Username and Password

You can link all of your investments within Automic so you can view them in the same portfolio dashboard. To do this, you need to submit a request to link a new entity. Please follow the below instructions:

• Log into Automic, and on the Portfolio page, click the ‘Add Holding’ button on the top right-hand side of the screen
• Search for FISF or FASF and enter the SRN of the Investing Entity you wish to add (SRN found in any statement from Automic)
• Once you click ‘Submit Request’, Automic will approve within 48 hours of submission