Application to invest
Important
This form is for direct investors. If you are a financial adviser acting on behalf of your client(s), please click
here
to access the adviser form.
You should read the relevant fund's Product Disclosure Statement (PDS) and Additional Information Booklet before completing this Application Form.
If you are a New Zealand investor, you must read the New Zealand Investors' Information Sheet before investing.
References to a fund PDS in this Application Form refer to the PDS of the relevant Fund, including any information incorporated by reference in that PDS in accordance with the Corporations Act (as contained within the Additional Information Booklet).
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
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