To Submit Forms

To submit any of the forms on this page, please scan the completed form (with required documents, if any) and email as an attachment to conscious@linkmarketservices.com.au

In some cases, Link may contact you and ask for originals.

Also, forms can be mailed to:

Link Fund Solutions
Attention Unitholder Services
Locked Bag 5038
Parramatta NSW 2124

For more details, phone (02) 8767 1114 or visit linkfundsolutions.com/unitholder.html

 

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.

Cheques

Australian cheques are acceptable, crossed “not negotiable” and payable to:

Conscious Capital Limited atf The Conscious Investor Fund.

Direct Deposit

Account Name: Conscious Capital Limited atf The Conscious Investor Fund

BSB: 012- 006
Account No: 8361- 88699

NOTE: When making a direct deposit, please use the applicant’s name as a reference.

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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