COVID-19 Document Processing
To allow us to continue to meet document processing times please submit all Managed Funds forms by email, there may be delays in the processing of forms submitted by post.
Please note, we currently do not accept electronic signatures on forms. To avoid delays or having to re-complete forms, please ensure you sign the documents with a wet ink signature (i.e. by hand).
Please also see the Notices & Updates page for the latest changes to Managed Funds products.
Please see our Important notices and information page for updated information and disclosure about our Funds.
You should read this information in conjunction with the PDS of each Fund.
Please note: The Advocacy Fund changed to the High Growth Fund on 1 October 2021. Visit this page for more information.
Managed funds application form
PDF, 250.16 KB
Adviser third party and fee authority form (Managed Funds)
PDF, 127.43 KB
Additional investment application form
PDF, 133.78 KB
Managed funds proof of identity guide
Change of details form
Transfer request form
PDF, 143.92 KB
Tax residency self certification form
Financial Services Council (FSC) identification forms
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.
This is for the purposes of the USA Foreign Account Tax Compliance Act (FATCA) and the global Common Reporting Standard (CRS). The FSC identification forms are based on your investor type. If you have any questions or unsure which form you should complete, please contact us on 1800 021 227.
*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.