Start your application
New and existing investors or their financial advisers can complete this online application form by following the instructions below.
New Investor
To start your application as a new investor, please check that you do not have an active investment in a fund issued by Fidante.
As a new investor, we will need to verify your identity. There are different requirements depending on your investor type, and details of the relevant documents will be provided as you navigate through the online application.
Existing Investor
For existing investors wishing to increase their investment or invest in a new fund issued by Fidante.
As an existing investor, you will need to enter your Unitholder Number.
Financial Advisers
Financial Advisers can use this online application form to complete an application on behalf of clients. Advisers need to be registered with BoardRoom before applying.
Please note, this online application can only conduct identification checks for investors from Australia and New Zealand. For all other investors, please contact Fidante Investor Services Team on 1300 721 637 for further information.
- Application takes 10 minutes to complete
- SMSFs, trusts & companieswill need beneficial holder's details
- Individualsmay need an ID and TFN details
- Secure & encrypted sitevia Secure Socket Layer (SSL) security protocol