{"blockContentId":"151218","items":[{"blockContentId":"151268","title":"How do I withdraw money from my investment?","contentHtml":"

We understand you may need access to your money from time to time. To withdraw money from your investment, simply complete a Withdrawal Form and return it to us by email or post. Instructions are included on the form.

Once your request has been received and verified, funds are generally paid within 3 to 5 business days.

","expandOnLoad":false},{"blockContentId":"151269","title":"How long does it take to process a withdrawal?","contentHtml":"

Withdrawal requests are generally processed within 3 to 5 business days, provided all required documentation and verification requirements have been completed.

","expandOnLoad":false},{"blockContentId":"151270","title":"What unit price will apply to my withdrawal or switch?","contentHtml":"

If we receive a valid withdrawal or switch request before 3:00pm (Sydney time) on a business day, you'll generally receive that day's applicable unit price.

If we receive your request after 3:00pm (Sydney time), or on a non-business day, the next business day's applicable unit price will generally apply.

Because managed funds use forward pricing, the applicable unit price isn't known at the time you submit your request and is typically published after the transaction date.

","expandOnLoad":false},{"blockContentId":"151271","title":"Why do I need to provide certified identification for a withdrawal?","contentHtml":"

To help protect your account and prevent fraud, we may require certified identification before processing a withdrawal request.

This is most commonly required when:

You've requested a change to your bank account details
The signature on your withdrawal form doesn't match the records we hold
We don't have a signature specimen on file

This can occur for investors who opened their account online and were electronically verified when applying. While electronic verification can be used when opening an account, additional verification may be required when processing withdrawal requests.

","expandOnLoad":false},{"blockContentId":"151272","title":"How do I switch between Australian Ethical managed funds?","contentHtml":"

You can switch between Australian Ethical managed funds by completing an Investment Switch Form and returning it to us by email or post.

","expandOnLoad":false},{"blockContentId":"151273","title":"Is there a fee for switching funds?","contentHtml":"

No. Australian Ethical does not charge switching fees. However, buy/sell spreads may apply when units are sold in one fund and purchased in another.

","expandOnLoad":false},{"blockContentId":"151274","title":"Why hasn't my withdrawal or switch been processed yet?","contentHtml":"

At certain times of the year, particularly around distribution periods, transaction processing may be temporarily delayed while fund pricing is being finalised.

Your transaction will still receive the applicable unit price based on when your valid request was received.

","expandOnLoad":false},{"blockContentId":"151275","title":"Can I withdraw money to any bank account?","contentHtml":"

No. Withdrawal proceeds can only be paid to a bank account held in your name, or to a joint account that includes your name. Additional verification may be required if your bank details have changed.

","expandOnLoad":false},{"blockContentId":"151276","title":"Can I transfer my investment to another Australian Ethical investor?","contentHtml":"

Yes. Investments can be transferred between Australian Ethical managed fund accounts using a Transfer Form. Tax implications may apply, so you should consider obtaining professional financial or tax advice before submitting a Transfer Form.

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We take care of your super

We take care of your super

Withdrawing or switching investments FAQs

Withdrawing or switching investments FAQs

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