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Managed Funds PDS & Forms

Managed Funds PDS & Forms

The Australian Ethical Financial Services Guide, Managed Funds PDS and Target Market Determination should be considered before making an investment decision.

See the Notices & Updates page for the latest changes to Managed Funds products.

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).

Important documents

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
New investors can join us using our application form
Managed Funds adviser third party and fee authority form
Complete this form to gain access to your client's Australian Ethical account(s) or to setup or amend an adviser service fee arrangement
Managed Funds additional investment application form
Current investors can apply for additional investment
Managed Funds change of details form
Update your contact details or bank account details, or switch to being an electronic investor
Managed Funds transfer request form
Transfer your managed fund units to another person or transmitting a deceased estate to a beneficiary
Managed Funds switch form
Move your money from one managed fund investment option to another
Managed Funds withdrawal form
Withdraw units from your investment(s) in the managed funds
Tax residency self certification form
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
Managed Funds proof of identity guide
A guide for investors required to provide certified identification documents

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.

Individuals and sole trader
Australian companies
Australian regulated trusts and trustees
Unregulated trusts and trustees
Foreign companies
Government body
Registered co-operatives
Partnerships and partners

*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 mFunds.

Australian Ethical acknowledges the Traditional Owners of the country on which we work, the Gadigal people of the Eora Nation, and recognise and celebrate their continuing connection to land, waters and culture. We pay our respects to Elders past and present and thank them for protecting Country since time immemorial.

See our Reconciliation Action Plan