Funding your investment
For new investors
Join now to complete the application form online
You can start your investment by:
- BPAY®
- cheque made payable to ‘Australian Ethical Applications on Trust’ and must be in Australian dollars, or
- direct debit by starting a Regular Investor Plan.
For existing investors
You can add to your investment by:
- BPAY
- cheque made payable to ‘Australian Ethical Applications on Trust’ and must be in Australian dollars. This must be accompanied with either
- the ‘Application form (Form A)’ at the end of the managed funds product guide (PDS), or
- written instructions that includes your signature and investor number
- direct debit by starting our Regular Investor Plan.
Minimum investment amounts
To be able to invest in our managed investments, the following outlines the minimum requirements:
| Mimimum | Balanced, Smaller Companies, Larger Companies and Income Trusts | International Equities and Property Trusts | ||
|---|---|---|---|---|
| Starting investment | $5000 | BPAY or cheque | $20,000 | BPAY or cheque |
| Starting investment with a Regular Investor Plan | $1000 | Direct debit | N/A | N/A |
| Additional investments (one-off payments) | $500 | BPAY or cheque | $2000 | BPAY or cheque |
| Monthly investment with a Regular Investor Plan | $100 | Direct debit | N/A | N/A |
Discounted fees based on payment selection
There are discounts on contribution fees for investors who:
- elect to receive electronic correspondence from us, and
- make investments using BPAY or direct debit (via a Regular Investor Plan).
See fees and costs for further information.