It is important that you read the Product Disclosure Statement, Financial Services Guide and Managed Funds Privacy Collection Notice before you invest.
Step 2: Provide supporting documents
- For Individuals – please include a certified copy of Photo IDs with your application. See page 9 of the application form for details.
- For Companies, Partnerships and Corporate Trustees – please complete the relevant FSC form here and submit it with the application form.
- For Trusts – please include a certified copy or extract of the Trust Deed and the relevant FSC form here and submit it with the application form. For individual trustees, please also provide certified ID, as per Individuals ID requirements on page 9 of the application form.
Step 3: Please post your completed and signed form to:
Australian Ethical Investment
c/o Boardroom Pty Limited
Reply Paid 3993
Sydney NSW 2001
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