Product Disclosure Statement (PDS)

Additional Information Booklet

New Zealand Investors' Information (if applicable)

Prior to filling in the PDS Application Form, please ensure you have read and understood the Product Disclosure Statement (PDS) and Additional Information Booklet (AIB). Please note, our Client Services team can assist with general enquiries, but cannot make any product recommendations, or determine whether a fund will meet your personal needs. If you are uncertain about which of our funds is best for you, please consult your financial adviser.

Download printable form

To fill in the form, you will need:

    ✔ an email address and phone number;
    ✔ your Tax File Number (or ABN, ACN, ARCN);
    ✔ postal address details; and
    ✔ if applying on behalf of a trust, details of the trustee.

Once the form has been completed, you will need to date and sign it.

Attach the printed, dated and signed Application Form and relevant original certified identification documents. 

You can make a payment by either:

• Cheque:

  Please make cheques payable to ‘Bennelong Avoca Investments Application Account’, and include the investor’s name and address on the back of the cheque. Please note that Bennelong does not accept third party cheques.

  OR

• Direct credit

  Payments by direct credit are to be made to the Custodian’s bank account.

  Bank: ANZ
  BSB: 012003
  Account no: 836623021
  Account name: Bennelong Avoca Investments Application Account
  Deposit reference: Please include investor name

Once complete, please post the printed application form and relevant original certified identification documents and post directly to Bennelong care of our Administrator:

RBC I & TS
C/- Shareholder Services
GPO Box 4471
Sydney NSW 2001

Once received, you will receive confirmation of your application by close of business the next day. The confirmation will be sent to the email or postal address provided in the Application Form.