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Start investing in three simple steps


Step 1:
 Read the Offer Document ​and Additional Information Booklet for the fund you would like to invest in, as well as our Financial Services Guide and Product Disclosure Statement.

​Step 2: Download and complete the relevant Application Form.

Step 3: Submit the completed Application Form, along with any additional documentation required, by mail or in person to:


 
UCA Funds Management
Level 5, 130 Little Collins Street, Melbourne VIC 3000

 
If the initial investment is being made by cheque it must also be sent with the Application Form.


 

What additional documents do I need?

Details about additional documentation can be found ​within your Application Form. If you are unsure what documents are required, please contact us​.

 
Unfortunately, any applications with missing documents will be placed on hold until the correct documents are received.

 

 


Which investment option is best for me?

If you're not sure which fund or portfolio suits you and your financial situation, please speak to a financial advisor.

If you require more information about any of our products, please contact us​ for further information.