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 invest 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 at 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 IM PDS PDSIM
Apply Online Apply Online BoardroomApply Online BoardroomApply Online Boardroom
Application Pack Application PackApplication PackApplication Pack
Application – Additional Investment Additional Investment FormAdditional Investment Form Additional Investment Form
Application – Super Funds Application - SMSFApplication - SMSFApplication - SMSF
Application – Trusts Application -TrustsApplication - TrustsApplication -Trusts
Application – Companies Application - CompaniesApplication - CompaniesApplication - Companies
Application – Individuals Application - IndividualsApplication - IndividualsApplication - Individuals
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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