Forms
For new investors
Join now to complete the application form online
If you wish to join Australian Ethical, please use the forms at the end of the managed funds product guide (PDS), or join now to complete the application form online.
For existing investors
If you wish to make additional investments by cheque, you will need to complete the ‘Application form (Form A)’ at the end of the managed funds product guide (PDS).
| Document | Description | Size |
|---|---|---|
| Deceased estate form |
To transfer units from a deceased investor to another person |
72.91 KB |
| Switch form |
To move your money from one managed fund investment option to another |
63.99 KB |
| Transfer request form |
To transfer your managed fund units to another person |
140.6 KB |
| Withdrawal form |
To withdraw units from your investment(s) in the managed funds |
57.29 KB |
| Change of details form |
To update your contact details or bank account details, or switch to being an electronic investor |
65.66 KB |