Affluence LIC Fund Application

Investment Status

Email*

Are you investing in this Fund on the advice of a licensed financial advisor who has taken into account your personal objectives, financial situation and needs?

Yes
No

Are you investing more than $500,000, or do you believe you would otherwise qualify as a Wholesale or Sophisticated Investor?

Yes
No

Target Market Questions

Do you accept that the Fund aims to achieve its investment objectives over three years and longer, and that it may not be appropriate if your expected investment period is shorter than three, and preferably five years*

Yes
No

Do you accept that the capital value of an investment in the Fund is not guaranteed and will fluctuate over time, particularly over shorter periods and when investment markets suffer losses?*

Yes
No

Do you accept that while the Fund targets distributions of 5% per annum, paid quarterly, that distributions are not guaranteed and may vary over time, or even cease for a period*

Yes
No

Do you accept that despite the Fund having a medium level of diversification, it may be riskier to invest all your savings in a single fund, rather than hold a diversified portfolio of investments*

Yes
No

Do you accept that while withdrawals are generally paid monthly, this is not guaranteed and that in some very limited circumstances, you may have to wait longer to redeem your investment?*

Yes
No

Please indicate how much your investment in the fund represents of the total assets you have available for investment, excluding your residential home.*

Less than 25%
25% – 75%
More than 75%
Prefer not to say

If you have answered ‘No’ to any of the above questions, this product may not be suitable for you. Before proceeding with your investment, please:

Review the Fund’s TMD which can be found at https://affluencefunds.com.au/invest/.
Review the Fund’s PDS, in particular the disclosures around Fund risks.
Consider speaking with a financial adviser or other investment professional.

Continue with Online Application

Thank you. To continue with online application via Registry Direct, click below.

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Investment Status

Target Market Questions

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