Invest Now
New Investors
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 Investment Fund and Affluence LIC Fund are open to all investors. 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.
The cut-off times for applications are:
- For the Affluence Investment Fund and Affluence Small Company Fund, the 25th of each month, or the prior business day if the 25th is not a business day.
- 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 Invest Now tab above.
For the 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, please go to the Existing Investors section below.
The easiest way to invest is to use the online application facility. Select the Fund you wish to invest in below and then follow the links to apply online.
Alternatively, you can download and complete the appropriate Application Form for the Fund.
Select The Fund
Affluence Investment Fund
Apply Online
Use Registry Direct online facility to make a new investment in our funds.
Can’t find the form you need?
Contact us on 1300 233 583 or email invest@affluencefunds.com.au.
Affluence LIC Fund
Apply Online
Use Registry Direct online facility to make a new investment in our funds.
Can’t find the form you need?
Contact us on 1300 233 583 or email invest@affluencefunds.com.au.
Affluence Small Company Fund
Apply Online
Use Registry Direct online facility to make a new investment in our funds.
Can’t find the form you need?
Contact us on 1300 233 583 or email invest@affluencefunds.com.au.
Existing Investors
As an existing investor, the easiest way to add to your investment or invest in another of our Funds is to use the online application facility. The online application process will be much quicker if you have already registered and have a login for the Registry Direct website. Follow the links below under Apply Online to either add to your investment or to make a new investment.
Alternatively, you can download and complete the appropriate Application Form for the Fund you wish to invest in.
Select The Fund
Affluence Investment Fund
Apply Online
Use the Registry Direct online facility to make a new investment or add to an existing investment in our funds.
Can’t find the form you need?
Contact us on 1300 233 583 or email invest@affluencefunds.com.au.
You can register for Registry Direct at any time using your investment details. Withdrawals and some changes to investment details require a paper form to be completed.
Affluence LIC Fund
Apply Online
Use the Registry Direct online facility to make a new investment or add to an existing investment in our funds.
Can’t find the form you need?
Contact us on 1300 233 583 or email invest@affluencefunds.com.au.
You can register for Registry Direct at any time using your investment details. Withdrawals and some changes to investment details require a paper form to be completed.
Affluence Small Company Fund
Apply Online
Use the Registry Direct online facility to make a new investment or add to an existing investment in our funds.
Can’t find the form you need?
Contact us on 1300 233 583 or email invest@affluencefunds.com.au.
You can register for Registry Direct at any time using your investment details. Withdrawals and some changes to investment details require a paper form to be completed.
Withdrawals require a paper form to be completed. You can download the relevant Fund form below.
The cut-off times for withdrawals are:
- For the Affluence Investment Fund and Affluence Small Company Fund, the 25th of each month, or the prior business day if the 25th is not a business day.
- For the Affluence LIC Fund, the last business day of a month.
If all required information is received by the cut-off time, your withdrawal will be processed and paid after the end of the month.
It takes about 10 business days after the end of each month to finalise unit prices and process withdrawals. You should receive your funds and a statement confirming your withdrawal by the 10th business day of the following month.
Existing investors can view and update most investment information online by accessing their Registry Direct account. If you do not yet have a login, you can click the link to set up your access from any investment or distribution statement emailed to you.
If you wish to make changes to your investment and you do not have online access, forms are available from the Registry Direct website near the bottom of this page.
Can’t find what you need?
Contact us on 1300 233 583 or email invest@affluencefunds.com.au.
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