Quick Reference
Separately Managed Accounts: Please contact your local Sales Representative
Managed Funds: Our funds are available either directly, in which case units in the Fund are issued to you, or indirectly through a Platform. Indirect investors should complete the application forms provided by the Platform operator.
New investors should follow the Step by Step Guide below.
Existing investors making an additional application should complete the Additional Investment Form for our active1 or indexed/enhanced2 funds, available under the Quick Links section below.
If investing in our funds directly you need to complete the following steps:
Read the relevant fund Product Disclosure Statement, Information Booklet, Target Market Determination and the Financial Services Guide available on our Fund Documents webpage.
The Initial Application Form under section 1 (Investor Type) instructs you which Client Identification form(s) to complete*. As a new investor, you will need to provide certified copies of identification documents with your application. Refer to Certification of Documents page for guidance on how to have documents certified and the list of eligible certifiers.
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 which we do 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:
Forms:
If you are an existing investor and you have previously provided 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 SSGA’s applications account. Please note that the minimum investment amount for our retail funds is $25,000 and the minimum additional investment amount is $10,000. Payment instructions can be found under section 11 (Payment Instructions) of the Initial Application Form.
If you are investing in one of the active funds you can also pay by BPAY®. To do this select this payment method at section 11 of the Initial Application Form to request a Client Reference Number (‘CRN’). Once we provide you with your CRN please transfer your funds to enable us to issue you with units in the fund. You will need to quote the relevant fund’s BPAY® biller code (as listed in section 11 of the application form) and your CRN.
®Registered to BPAY Pty Ltd ABN 69 079 137 518
Send your completed Application Form, Client Identification Form(s) and Certified Identification documents by post, fax or e-mail according to the below details:
*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).
If you have questions you can email or contact us at 1300 382 689.
Active/Index/Enhanced Funds
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