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Before making any decision to invest, you should read the Fund’s Product Disclosure Statement (PDS) or Information Memorandum (IM). You should also review the Target Market Determination (where available) and ensure the Fund is appropriate for you. You may wish to consult with your adviser in making this assessment. The Affluence Income Trust, Affluence Investment Fund and Affluence LIC Fund are open to all investors who are likely to be in the target market for the Funds. The Affluence Small Company Fund is currently only available to eligible investors.

Applications for all Funds are processed monthly. Applications, payment of funds and all required information must be received by the cut-off time each month, to be accepted for that month. We recommend you apply well in advance, in case any additional information is required to finalise your application. We reserve the right to reject an application if we consider you are not within the target market for the Fund.

The cut-off times for applications are:

• For the Affluence Income Trust, Affluence Investment Fund and Affluence Small Company Fund, the 25th of each month.
• For the Affluence LIC Fund, the last business day of a month.

If all required information and application funds are received by the cut-off time, you will be issued units effective on the first day of the following month.

It takes about one week after the end of each month to finalise unit prices and process applications. You should receive a statement confirming your investment by the 10th of the following month.

Whether you are investing with us for the first time or adding to an existing investment, the online application is the easiest method. To make a new investment in any of our Funds, click the Apply Online – New Investment button available under each fund.

For the Affluence Income Trust, Affluence Investment Fund and Affluence LIC Fund, you will need to complete a short questionnaire before the online application. The minimum initial investment into our Funds is normally $20,000, although we can accept a lower amount at our discretion.

If you already have an investment in one of our Funds and wish to add to it, or if you wish to make an initial investment in another Affluence Fund as an existing Affluence Investor, please go to the Existing Investor section.

The Existing Investor section can be accessed by clicking the button at the top of this page.