Registration of Interest

for Tailored Investment Solutions
Berkshire Hathaway Units Series 4

Please fill out the form below to register your interest.

Features Include:

• Potential for returns at Maturity which are determined by reference to movement in the share price of Berkshire Hathaway Inc Class B Shares over the Investment Term. If the Reference Asset has increased sufficiently, Investors may receive returns through two potential coupon payments, and/or a Final Value at maturity.
• Potential for enhanced returns (but also enhanced losses) from an increased exposure to the Reference Asset as the initial Investment Amount is a fraction of the total Notional Exposure;
• An investment term of approximately 3 years;
• Self-managed superannuation funds (“SMSFs”) are eligible to apply for the Units.
• Potential for Coupons of up to 10% p.a. of the Notional Exposure paid at the end of each of the first 2 years of the Investment Term, and/or a Final Value at Maturity depending on the performance of the Reference Asset. The Coupons and Final Value (if any) will be reduced by the amount of the performance fee (which is 10% of the return). Please refer to section 3.2 "Key Information" and section 7 "Worked Examples" of the PDS for more information.

Key Risks

• Your return is affected by the performance of the Reference Asset. There is no guarantee that the Reference Asset will perform sufficiently for you to receive any Coupons or Final Value.
• The Total Investment Amount is at risk.
• Payment of the Coupons and Final Value (if any) relies on the Issuer meeting its obligations, and the Hedge Counterparty meeting their obligations under the Hedge. If either the Issuer or the Hedge Counterparty become insolvent, you may receive nothing back and may lose your entire investment.
• In the event of an Investor requested Issuer Buy-Back, Early Maturity Event or if the Units are otherwise terminated before the Maturity Date, you will not receive any further Coupons or Final Value which may otherwise have become payable. Instead you will receive an amount equal to what the Issuer receives from the Hedge Counterparty (if any) minus any applicable fees or costs.
• There may be no Coupons where the Reference Asset has remained constant, declined, or has not risen sufficiently over the relevant period to cover any Performance Fees and/or previous Coupons paid. The first and second Coupons are capped at 9% of the Notional Exposure per Unit (i.e. $0.09 per Unit).
• Gains (and losses) may be magnified by the Notional Exposure per Unit being greater than the Issue Price per Unit.
• Potential for Coupons of up to 10% of the performance of the Reference Asset Value (before conversion to AUD, and the subtraction of the performance fee payable) at the end of each of the first 2 years of the Investment Term, and/or a Final Value at Maturity depending on the performance of the Reference Asset. The Coupons and Final Value (if any) will be reduced by the amount of the performance fee (which is 10% of the return). Please refer to section 3.2 "Key Information" and section 7 "Worked Examples" of the PDS for more information.