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The easiest way to manage your investments is via our online portal, where you can top up your investment, make applications or withdrawals, and change some personal details (as well as accessing statements and holdings). Login now, or learn more about the portal. Note any of the documents linked on this page can be obtained in hard copy by contacting our Client Experience team. |
Before investing in one of our funds, we ask you to please read the documentation below carefully.
To identify the suitable transaction form, start by choosing your investor type below.
- New investors can access both an online or printable application form.
- Existing investors can facilitate top-ups in their current fund, switch between funds, invest in a new fund, or redeem their current investment.
New investor (click to expand)
As a new investor making an initial application into this fund, click on the button below; it allows you to apply online instantly and removes the need for hard copy documents.
Alternatively, you can download a printable form. You will need to print, sign and date the form after completing it, and post the documents (including certified copies of identification) to our administrator.Existing investors (click to expand)
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As an existing investor, there are a number of options to choose from. Select from the forms below that best suit your need:
- Additional investment form* - I have previously invested in this fund and wish to make an additional investment.
- Initial application for existing investors form* - I have previously invested in another Bennelong fund^ and wish to also invest in this fund.
- Switch form - I have previously invested in another Bennelong fund and wish to switch my investment into this fund.
- Withdrawal request form - I am currently invested in a Bennelong fund and wish to redeem my investment.
*The most effective way to do this is via our investor portal
^Excluding Bennelong Long Short Equity funds
Additional investment formDownloadInitial application for existing investorsDownloadSwitch formDownloadWithdrawal request formDownload