The Australian Ethical Financial Services Guide and Managed Funds PDS should be considered before making an investment decision.
| COVID-19 Document Processing: To allow us to continue to meet document processing times please submit all Managed Funds forms by email (investors@australianethical.com.au), there may be delays in the processing of forms submitted by post. |
New investors can join us using our paper application form
Current investors can apply for additional investment
A guide for investors required to provide certified identification documents
We currently do not accept electronic signatures on forms. To avoid delays or having to recomplete forms, please ensure you sign the documents with a wet ink signature (i.e. by hand).
Add an adviser to your account
Transfer your managed fund units to another person or transmitting a deceased estate to a beneficiary
Update your contact details or bank account details, or switch to being an electronic investor
Move your money from one managed fund investment option to another
Withdraw units from your investment(s) in the managed funds
This form is to be used to record your Tax Residency in accordance with the Foreign Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS). Boardroom Limited provides administrative services to Australian Ethical Managed Funds.
Please see our Important notices and information page for updated information and disclosure about our Funds. You should read this information in conjunction with each Funds PDS.
If you are a resident for tax purposes of any country other than Australia, you are required to submit the relevant Financial Services Council (FSC) identification form to us along with your initial application form.
Please note
^ the Buy/Sell spreads in the below PDS’s have been updated effective from 1 July 2019. Please visit the fees page for updated fee details.
* this Fund will no longer accept applications from new investors via the mFund Settlement Service (mFund). Current mFund investors can continue to buy additional units (minimum $1000) and continue with their regular monthly investment plans (minimum $100). Redemptions from the Funds will be processed as per normal via mFund. There are no Establishment, Contribution, Withdrawal or Exit fees charged by Australian Ethical. Please note that brokerage or other third party fees may apply for using this service. Please click here for more information about mFund.