Application Form | New Investors

Important

  • You should read the relevant fund's Product Disclosure Statement (PDS) and Additional Information Booklet before completing this Application Form.
  • If you are an existing investor, you are not required to open a new investment account to invest in a new fund. To add a new fund to your existing account, please refer to the latest PDS and submit an Additional Investment Form. You can make an additional investment or invest in another Pinnacle affiliate fund by logging in to the Pinnacle Investor Portal
  • References to a fund PDS in this Application Form refer to the PDS of the relevant Fund, including any information incorporated by reference in that PDS in accordance with the Corporations Act (as contained within the Additional Information Booklet).
  • We collect personal information so we can contact you to discuss our products and services that may be of interest and to comply with any relevant laws including, but not limited to the Anti-Money Laundering and Counter-Terrorism Financing Act, the Foreign Account Tax Compliance Act and OECD Common Reporting Standards. For more information about how we collect and handle personal information, including how you can access or correct your personal information or contact us with any feedback, please read our Privacy Policy
This application allows you to establish an account with Spheria Asset Management.

To begin, please select your account type and click the "Next" button.
Select your account type *  
Trustee type *