Investment Forms


Before making any decision to invest, you should read and understand the Fund’s Product Disclosure Statement (PDS) or Information Memorandum (IM), and you should ensure the Fund is appropriate for your personal circumstances and financial objectives. You may wish to consult with your adviser in making this assessment.

The Affluence LIC Fund and Affluence Small Company Fund are currently closed unless you are an Affluence investor. If you hold an investment in any Affluence Fund, you can apply to invest in the Affluence LIC Fund or Affluence Small Company Fund. If you already have an investment in one of these funds, you can continue to add to your investment.

The easiest way to invest is to use the online application facility. Follow the links below to apply online. Alternatively, you can download and complete the appropriate Application Form for the Fund you wish to invest in.

The easiest way to view and update most of your investment information is the Boardroom Investorserve website. You can register for Investorserve at any time using your investment details. Withdrawals and some changes to investment details require a paper form to be completed. You can download the relevant form below.

 Affluence Investment FundAffluence LIC FundAffluence Small Company Fund
Download PDS or IM PDS PDSInformation Memorandum
Apply Online Apply OnlineApply Online - Existing Clients OnlyApply Online - Existing Clients Only
Application – Additional Investment Additional Investment FormAdditional Investment Form Additional Investment Form
Application – Super Fund Application - SMSFExisting Client Application - SMSFExisting Client Application - SMSF
Application – Trusts Application -TrustsExisting Client Application - TrustsExisting Client Application - Trusts
Application – Companies Application - CompaniesExisting Client Application - CompaniesExisting Client Application - Companies
Application – Individuals Application - IndividualsExisting Client Application - IndividualsExisting Client Application - Individuals
Application Pack Application PackExisting Client Application - All FormsExisting Client Application - All Forms
Withdrawal Request Withdrawal Request Withdrawal Request Withdrawal Request
Change of Address Change Address Change Address Change Address
Change of Contact Details Change Contact Details

Contact Affluence
Change Contact Details

Contact Affluence
Change Contact Details

Contact Affluence
Change of Name Change Name Change Name Change Name
Communications Preferences Form Communications FormCommunications FormCommunications Form
TFN or ABN Notification Update Tax DetailsUpdate Tax DetailsUpdate Tax Details
Bank Account Details Update Bank Details Update Bank Details Update Bank Details
Distribution Reinvestment Details Update DRP Details Update DRP Details Update DRP Details
Change of Financial Advisor Update Advisor Details Update Advisor Details Update Advisor Details

Can’t find the form you need? Additional forms are available from the Boardroom website here.

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