Existing Investors

Existing Investors can make an additional investment using the following form. Copies of the PDS and Product Updates are available on the Responsible Entity’s website: https://www.fidante.com/investment-managers/bentham-asset-management.

Before making a decision about whether to make an investment in the Fund, please read the Fund’s Target Market Determination (TMD) and Product Disclosure Statement (PDS) (including all incorporated information) to ensure the features of the Fund as described in the TMD and PDS aligns with your objectives, financial situation and needs.

Additional Investment Form for Existing Investors

Form Use this form to
Additional investment form

Make an additional investment into your existing investment

Other Forms for Existing Investors

Form Use this form to
Change of Details form

Update your contact, distribution, bank account and financial adviser details, provide tax file number or tax exemption information, change investment name

Withdrawal request form

Withdraw your funds

Transfer request form

Transfer all or part of your units to another person or entity, company, superannuation fund or trust