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.