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 Fund	Affluence LIC Fund	Affluence Small Company Fund
Download PDS or Information Memorandum	Product Disclosure Statement	Information Memorandum	Information Memorandum
Apply Online	Apply Online Boardroom	Apply Online Boardroom	Apply Online Boardroom
Application Pack	Application Pack	Application Pack	Application Pack
Application Form – Additional Investment	Additional Investment Form	Additional Investment Form	Additional Investment Form
Application Form – Super Funds	Application Form - SMSF	Application Form - SMSF	Application Form - SMSF
Application Form – Trusts	Application Form -Trusts	Application Form - Trusts	Application Form -Trusts
Application Form – Companies	Application Form - Companies	Application Form - Companies	Application Form - Companies
Application Form – Individuals	Application Form - Individuals	Application Form - Individuals	Application Form - Individuals
Withdrawal Request	Withdrawal Request Form	Withdrawal Request Form	Withdrawal Request Form
Change of Address	Change of Address Form	Change of Address Form	Change 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 Form	Change of Name Form	Change of Name Form
Communications Election Form / Email Collection Form	Communications Election Form	Communications Election Form	Communications Election Form
TFN, ABN or Exemption Code Notification	Tax Details Form	Tax Details Form	Tax Details Form
Bank Account Details	Bank Account Details Form	Bank Account Details Form	Bank Account Details Form
Dividend or Direct Reinvestment Plan (DRP) or Notice of Variation	Divident Reinvestment Plan Form	Divident Reinvestment Form	Divident Reinvestment Plan Form
Change of Financial Advisor	Change Financial Advisor Form	Change Financial Advisor Form	Change Financial Advisor Form

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

Investment Forms

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