Not yet a member of the fund?

To become a member of the Fund, we need some information about you. Before completing the correct form, we assume that you have downloaded and read the Information Memorandum.

Individuals

This is the form for an individual or individuals.

Trusts & SMSFs

Are you investing through your SMSF or through a trust? This is the form for you.

Companies

Are you a company? Please use this form.

Other Required Forms

New investors are required to complete further forms to help prevent tax evasion.

FATCA | CRS

This is the form for individuals, SMSFs and trusts.

How to Pay the Monthly Subscription

This is the form to request Direct Debits to be made from your selected account to pay the monthly subscription. Please include with your application.

Direct Debit Request

This is the form to request Direct Debits to be made from your selected account to pay the monthly subscription. Please include with your application.

Existing Fund Member?

Handy forms for existing Fund Members

Withdrawals

Withdrawing funds is easy.

Additional Investment

Already a member? Great! Just a simple one-page form when you want to increase your investment.

Contact Details Update

We like to keep you informed about the wonderful investments we are making … and why. Please complete this form if any of your contact details have changed.

Like More Information?

Everything you need to invest in the Conscious Investor® Fund is contained above. But if you would like more information, please contact us. We love telling people about our Fund.

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