Application to invest
Important
If you are a financial adviser acting on behalf of your clients, please click
here
to log into Application Manager portal.
To register for the Application Manager portal, please click
here
.
If you are a direct investor, please click
here
to apply.
Bennelong Funds Management ('Bennelong') is the Responsible Entity for the fund/s into which you are applying. This application allows you to establish an account with Bennelong and invest in the funds.
All applicants linked to this application submission (and any authorised representatives you nominate) will receive online portal access to transact online, as well as view your holdings and statements. If you do not wish to have portal access, contact the Bennelong Client Experience team via email at
client.experience@bennelongfunds.com
.
To begin, please select your account type and click the "Next" button.
* Asterisk = required field
Account type
Select your account type *
Individual
One individual, or an account on behalf of a minor.
Joint
Two or more individuals, or a joint account on behalf of a minor.
Sole Trader
An individual operating a business and registered as a sole trader, where the individual is the sole owner that controls and manages the business.
Company
A company registered as an Australian proprietary company, an Australian public company, or a foreign company.
Trust or Superannuation Fund
A trust with individual trustees or a company trustee as laid out in the trust deed. Types of trusts include self-managed superannuation funds, family or discretionary trusts, registered trusts (such as managed investment schemes or government superannuation funds), charitable trusts, or any other trust.
Trustee type *
Individual Trustee(s)
A trust where one or more individuals are trustees of the trust.
Corporate Trustee
A trust where a company is the trustee of the trust.
Submit your application *
Online
Print, sign and post
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