Forms
For new investors
If you wish to join Australian Ethical, please use the forms at the end of the managed funds product guide (PDS), or join now to complete the application form online.
For existing investors
If you wish to make additional investments by cheque, you will need to complete the ‘Application form (Form A)’ at the end of the managed funds product guide (PDS).
Withdrawal delays
If you are intending to withdraw some or all of your managed fund investment, delays in payment are likely to occur if we receive your withdrawal request late in December or early in January. Delays occur at this time because unit prices are held while end of period accounting and auditing tasks are undertaken.
| Document | Description | Size |
|---|---|---|
| Change of details form |
To update your contact details or bank account details, or switch to being an electronic investor |
135.52 KB |
| Transfer request form |
To transfer your managed fund units to another person |
117.44 KB |
| Switch form |
To move your money from one managed fund investment option to another |
74.12 KB |
| Withdrawal form |
To withdraw units from your investment(s) in the managed funds |
89.81 KB |
| Deceased estate form (beneficiaries) |
To transfer managed fund units from a deceased investor to a beneficiary or beneficiaries |
104.39 KB |
| Deceased estate form (executors) |
To transfer managed fund units from a deceased investor to an executor |
91.09 KB |
