How to Invest in Managed Funds

Please note that this option is only suitable for distribution to retail investors who have received personal advice. Direct investment is available to wholesale investors only. 

If you are a new investor, please complete and sign the Initial Application Form. In section 1 (Investor Type) of the form, you’ll see which Client Identification form(s) you need to complete.*

As a new investor, you’ll need to provide certified copies of identification documents with this  application.

*We may also require further information from you from time to time to comply with our obligations under the Anti-Money Laundering and Counter Terrorism Financing Act 2006 (AML/CTF Act) (including information about a holder of units in a fund, any beneficial interest in the securities, or the source of funds used to invest).

Under the Anti-Money Laundering and Counter Terrorism Financing Act 2006 (AML/CTF Act) we are obliged to collect and verify the identity of our customers via the Customer Identification forms below which you can download and print. Full instructions on how to complete these forms are included in the form. 

Please note, we cannot process your application until you send us your:

• Completed customer identification form(s), as relevant to the type of investor you are from the categories listed below, and
• Related customer identification documents (e.g. certified copy of a driver’s licence).
• Paid application proceeds
   

If you are an existing investor and you have already sent us the required customer identification form(s), you may not need to provide additional identification unless setting up an account in a different name.

Send us your cheque or transfer your application monies into State Street Global Advisors’  applications account. Please note the minimum investment amount for our Funds is $25,000 and the minimum additional investment amount is $10,000. Payment instructions can be found under section 12 (Payment Instructions) of the Initial Application Form.

Send your completed Application Form, Client Identification Form(s) and Certified Identification documents by post or e-mail:

• Address: State Street Unit Registry, GPO Box 804, Melbourne VIC 3001, Australia.
• Scan and email to: SSGA.transactions@unitregistry.com.au