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 easiest way to make a new investment or add to an existing one is to use the online application facility provided by our investment registrar, Boardroom. 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 anytime 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 Information Memorandum Product Disclosure Statement Information MemorandumInformation Memorandum
Apply Online Apply Online BoardroomApply Online BoardroomApply Online Boardroom
Application Pack Application PackApplication PackApplication Pack
Application Form – Additional Investment Additional Investment FormAdditional Investment Form Additional Investment Form
Application Form – Super Funds Application Form - SMSFApplication Form - SMSFApplication Form - SMSF
Application Form – Trusts Application Form -TrustsApplication Form - TrustsApplication Form -Trusts
Application Form – Companies Application Form - CompaniesApplication Form - CompaniesApplication Form - Companies
Application Form – Individuals Application Form - IndividualsApplication Form - IndividualsApplication Form - Individuals
Withdrawal Request Withdrawal Request FormWithdrawal Request FormWithdrawal Request Form
Change of Address Change of Address FormChange of Address FormChange of Address Form
Change of Contact Details Change of Contact Details Form

Advise Affluence here
Change of Contact Details Form

Advise Affluence here
Change of Contact Details Form

Advise Affluence here
Change of Name Change of Name FormChange of Name FormChange of Name Form
Communications Election Form / Email Collection Form Communications Election FormCommunications Election FormCommunications Election Form
TFN, ABN or Exemption Code Notification Tax Details FormTax Details FormTax Details Form
Bank Account Details Bank Account Details FormBank Account Details FormBank Account Details Form
Dividend or Direct Reinvestment Plan (DRP) or Notice of Variation Divident Reinvestment Plan FormDivident Reinvestment FormDivident Reinvestment Plan Form
Change of Financial Advisor Change Financial Advisor FormChange Financial Advisor FormChange Financial Advisor Form

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

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