Application to invest

Important

You should read the relevant fund’s Product Disclosure Statement (PDS) and Additional Information Booklet before completing this Application Form.

If you are a New Zealand investor, you must read the New Zealand Investors’ Information Sheet before investing.

References to a fund PDS in this Application Form refer to the PDS of the relevant Fund, including any information incorporated by reference in that PDS in accordance with the Corporations Act (as contained within the Additional Information Booklet).

Bennelong Funds Management is the Responsible Entity for the Bennelong Australian Equity Funds. This application allows you to establish an account with Bennelong Funds Management Ltd ("Bennelong Funds"), enabling you to invest in the Bennelong Australian Equity funds.

To begin, please select your account type and click the "Next" button.

* Asterisk = required field

Account type

Select your account type *

Individual (Includes Minors)
Joint (Includes Minors)
Sole Trader
Company
Trust or Superannuation Fund

Trustee type *

Individual Trustee(s)
Corporate Trustee

Submit your application *

Online
Print, sign and post

Next Cancel

Need help? Please contact: Bennelong Funds Client Services
Phone: 1800 895 388 (AU) or 0800 442 304 (NZ)
Email: client.services@bennelongfunds.com

© 2017 Bennelong Funds Management

This website is provided by Bennelong Funds Management Ltd (ABN 39 111 214 085, AFSL 296806) (BFML) in relation to the Bennelong Australian Equities Fund, the Bennelong Concentrated Australian Equities Fund, the Bennelong ex-20 Australian Equities Fund, the Bennelong Twenty20 Australian Equities Fund and the Bennelong Emerging Companies Fund. The information provided is general information only. It does not constitute financial, tax or legal advice or an offer or solicitation to subscribe for units in any fund of which BFML is the Trustee or Responsible Entity (Bennelong Fund). This information has been prepared without taking account of your objectives, financial situation or needs. Before acting on the information or deciding whether to acquire or hold a product, you should consider the appropriateness of the information based on your own objectives, financial situation or needs or consult a professional adviser. You should also consider the relevant Information Memorandum (IM) and or Product Disclosure Statement (PDS) which is available on the BFML website, bennelongfunds.com, or by phoning 1800 895 388 (AU) or 0800 442 304 (NZ). BFML may receive management and or performance fees from the Bennelong Funds, details of which are also set out in the current IM and or PDS. BFML and the Bennelong Funds, their affiliates and associates accept no liability for any inaccurate, incomplete or omitted information of any kind or any losses caused by using this information. All investments carry risks. There can be no assurance that any Bennelong Fund will achieve its targeted rate of return and no guarantee against loss resulting from an investment in any Bennelong Fund. Past fund performance is not indicative of future performance.