CTE Investors with logon accounts can access their CTE portfolio information by clicking on the button below.

The Investor Portal provides investors secure access to their investment information, including holding balances and values, transaction records and payment history.

The Investor Portal allows investors ‘view only’ access. You will not be able to amend any details regarding your investments. Forms are available to perform the following functions

  • Change of Address
  • Name Correction
  • Distribution Payment Election
  • Off-Market Transfer Form
  • Off Market Transfer Information
  • Merge Multiple Holdings Form
  • Redemption Request
  • Withdrawal Request
  • TFN and ABN Notification
  • AML Form