Managed Funds application forms

Online application

Apply online now

Complete our online application form and follow the prompts. Before you start, you’ll need to understand what account type you would like to set up. Depending on your account type, prepare the following information below.

• Individuals and joint account
  • have ready with you, two forms of government issued identification such as drivers’ licence and Medicare card. 

• Companies, Partnerships and Corporate Trustees
  • complete the relevant FSC form
    o provide an ASIC extract confirming the identities of the directors, partners or trustees.

• Trusts (including SMSF’s)
  • complete the relevant FSC form
  • prepare a certified copy or extract of the Trust Deed
  • for individual trustees, have ready with you, two forms of government issued identification such as drivers’ licence and Medicare card
  • for corporate trustees provide an ASIC extract confirming the identities of the directors of the trust.

It’s important to read the Product Disclosure Statement, Financial Services Guide and Managed Funds Privacy Collection Notice before you invest.

Paper application

Download paper application

You can download and complete the Managed Funds application form.

You’ll also need to send in supporting documents: 

• Individuals
  • provide a certified copy of photo id with your application.

• Companies, Partnerships and Corporate Trustees
  • complete the relevant FSC form and submit it with the application form
  • provide an ASIC extract confirming the identities of the directors, partners or trustees.

• Trusts (including SMSF’s)
  • complete the relevant FSC form
  • provide a certified copy or extract of the Trust Deed
  • for individual trustees, please also provide a certified copy of ID
  • for corporate trustees provide an ASIC extract confirming the identities of the directors of the trust.

You can scan and email your forms back to us at investors@australianethical.com.au 

Or post your completed and signed forms to:
Australian Ethical Investments
c/o Boardroom Pty Limited
Reply Paid 3993
Sydney  NSW  2001

It’s important to read the Product Disclosure Statement, Financial Services Guide and Managed Funds Privacy Collection Notice before you invest.