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AML/CTF - Managed Funds
What do you need to do?
If you intend on lodging an application for units in a managed fund you need to follow the steps below:
- Download the relevant Product Disclosure Statement
- Download AML/CTF Checklist or the relevant Client ID Form below
Read and complete application form in the Product Disclosure Statement, AML CTF Checklist (or Client ID Form) and provide identification documents as specified.
Submit your application, to the address indicated in the Product Disclosure Statement or via your financial adviser.
Please note that processing your application may be delayed where you, or your adviser do not provide adequate identification documents. Without the complete identification documents (as listed on the AML/CTF Checklist or Client ID Form), we may be unable to process future payments, withdrawals or transfer requests.