Below are short form applications for Direct Investors and Referring Agents. Please complete the most relevant form after reviewing the Product Disclosure Statement and the Target Market Determination for the Funds you would like to register for. By completing an Enquiry form, the investment process can be shortened, as you are providing us with basic information that accelerates the investment process. Once submitted a member of the Investment team will be in touch with you directly, to assist you with completing your application.
If you prefer to complete a printed version of the investment form, a copy of the Funds PDS is available here to download which includes the respective application form or alternatively you can call a member of our Investment Team on 1300 275 275 if you require further information.
Investment Application Process
Application form for fund membership completed.
Verification of Investor details
Member account opened and ready for investment
Member is provided active online account with choice of investment options