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Contact Platinum

Phone - 1300 726 700

Address - L8, 7 Macquarie Place, Sydney, NSW 2000

Website - https://www.platinum.com.au/

Type	Investment SMSF
Updated	Daily
Supported Products	See the full Supported Product List Platinum Trust Funds, including Platinum International Fund, Platinum Global (Long Only) Fund, Platinum Asia Fund, Platinum European Fund, Platinum Japan Fund, Platinum International Brands Fund, Platinum International Health Sciences Fund, Platinum International Technology Fund
Available Information	Unit prices, holdings, and transaction details. For investor transaction history whole of life file to be requested Self-Managed Super Funds only. No superannuation product is offered.

Datafeed Setup Instructions

Open the instructions for each stage of the setup process by clicking the arrow below.

Stage 1

Authorise Datafeed with Platinum

Contact Platinum for Current Datafeed Credentials & Request the Initiation of the Datafeed

Email Platinum to formally request the activation of the datafeed.

Use the template provided and ensure it is on the adviser’s letterhead.

Subject: Re: Authorisation - AdviserLogic Datafeed Request
To: [email protected]

[Place on adviser’s letterhead]

[Date]

Platinum Investment Management Limited
Level 8, 7 Macquarie Place
Sydney NSW 2000

Dear Platinum Team,

Where Platinum Investment Management Limited (“Platinum”) is expressly authorised by an investor in any Platinum Trust Fund¹ and/or Platinum Global Fund (“Investor”) to send investment-related information (“Investor Information”) to [insert Advisory Firm’s full legal name] (hereinafter referred to as “Advisory Firm,” “us,” “we”) under the terms of the applicable Platinum Trust Product Disclosure Statement and/or Platinum Global Fund disclosure, we (acting as the Investor’s agent) expressly authorise Platinum to transfer such Investor Information to us via a data feed provided by the following third party:

Third Party Details

Entity Name: AdviserLogic
Contact Name:
Address: Morningstar Australasia Pty Limited
Level 3, International Tower 1, 100 Barangaroo Avenue, Barangaroo, NSW 2000
Email: [email protected]

We acknowledge that the Investor Information may contain personal information as defined under the Privacy Act 1988 (Cth). Accordingly, we confirm that:
a) We are duly authorised to provide this authorisation on behalf of the Investor.
b) The Investor has authorised the transfer of their personal information to the Third Party as outlined in this letter.

Furthermore, we agree to indemnify Platinum against any actions, losses, costs, expenses (including reasonable legal fees), claims, demands, or liabilities arising from:

The transfer of the Investor’s personal information to the Third Party under this letter.
Any breach of the above representations.

For any queries regarding this request, please contact:

Full Legal Name of Advisory Firm:
Contact Name:
Address:
Email:

Yours faithfully,

[Authorised Signatory]
[Insert Full Legal Name of the Advisory Firm]

Next Steps

Once the datafeed is successfully established, Platinum will send a confirmation email with your credentials.
Upon receiving the credentials, proceed to Stage 2.

Stage 2

Setup Datafeed in AdviserLogic

Once you have the current datafeed credentials, you will need to follow the setup Datafeed instructions for AdviserLogic.

Go to Datafeeds, and select Datafeed Codes from the left menu panel. Select Add.

Select Platinum from the drop-down menu.

The necessary fields will show in a new window, enter the Adviser Code that can be found in the confirmation email from Platinum and Save.

The datafeed should be live within 72 hours.

Please check the File Received Last Date column from the datafeed landing page/datafeed codes page.

The last file received date should be within a few days of the current date.

Once the datafeed is established, you may also check this page to troubleshoot common datafeed issues.

💡Tip

It is a good idea to determine the code's expiry date from your provider and set a task for the following year to prevent datafeed interruptions.

If the datafeed credentials have expired and the datafeed has been inactive for some time the result will reflect in incorrect balances within the client's assets.

Stage 3

Map Client Accounts

Once the datafeed is live you need to Map the client's accounts from the Datafeed to AdviserLogic.

Navigate to the Datafeed screen and select the provider from Datafeed Management > Select Platform from the dropdown.

Select the Adviser Code from the dropdown. option.

Search for the individual, and select the Map options.

Select the Map button. Choose From:

Create New - If the client is not added to Adviserlogic and you want to map the account code with the client without creating the client in the Fact Find.

Existing - To map the datafeed to an existing client. Recommended

Joint - To map the account code with the joint entity.

Once the account is mapped search for the client again and select the refresh button. This will force the data through immediately, rather than waiting the requisite 24 hours.

📌Note

Avoid mapping to the superannuation entity, as AdviserLogic creates this after the account is mapped.

Always map to the Client’s Name, SMSF, or Trust.

If Super Is the Policy Owner

When a super fund owns an insurance policy, it should be linked to the corresponding super fund account rather than the client or partner.

Please ensure that the relevant super fund account is already present in the client's superannuation section.

Investment Datafeeds are only available to users holding an Investment Adviser License or Comprehensive Adviser License.

Contact your CSM for more information on License Types.