Introducing online applications for Australian managed funds

We’re pleased to announce that access to our managed funds has never been easier. Morningstar now accepts an online form to streamline the application process: all in a simple three-step process.

What does this friction-free process mean for you?

  • Faster time to market – the form is submitted to the register electronically, with instantaneous document verification, saving 2-3 days in administration and processing, so your clients can get invested faster.
  • With a unique PIN, you can initiate applications for your clients in a completely safe, secure and convenient environment – all in less than ten minutes.
  • The form is intuitive, with built-in completion tips as you progress through the steps.

Prefer a paper form? Don’t worry, they’re not going anywhere. If paper is better suited to your practice, you can still access the materials you need.

To access the online application form, click here.

For more information, contact our Customer Service Team on 1800 951 999 (toll free) or e-mail us at [email protected].

How we look after your savings

  • A key focus on risk management, not just the potential for returns
  • Increasing your buying power
  • Today’s best investment opportunities