Forms

Please note that due to normal end of financial year processing, no unit prices will be generated from the 1st of July till the 12th of July. Any transactions that occur during this period will receive the correct unit price as at the date of transaction but the transaction will not be visible until after the 15th of July.

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

Managed Funds Application Forms

New investors – Application Form

Current investors – Managed Funds Additional Investment Application Form

 

Other Forms

Document Description
Adviser Services Form Add an adviser to your account.
Transmission request form Transmitting a deceased estate to a beneficiary.
Change of details form Update your contact details or bank account details, or switch to being an electronic investor.
Transfer Request Form Transfer your managed fund units to another person.
Switch form Move your money from one managed fund investment option to another.
Withdrawal form Withdraw units from your investment(s) in the managed funds.

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Managed Funds Pre-Form