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​Form​​s


​​Forms f​​or personal investors​


​​Investors in the:

  • Uniting Ethical Enhanced Cash Trust (formerly the Development Fund)
  • Uniting Ethical Australian Equities Trust (formerly the Uniting Growth Fund)
  • Funeral Fund.

​​Application Form​ 

Open a new account.


​Investment Form

Add funds to your account.​

Redemption Form 

Redeem funds from your account.

This form must also be completed to close an account.​


Direct Debit Request Form

Set-up a new direct debit on your account, or amend an existing direct debit arrangement.​

Periodic Payment Request Form

Set-up a periodic payment from your account to an external bank account.

​Telephone Transaction Authority Form

Set-up telephone transactions for your account, or amend current telephone transaction details.

​​Registered Signatories Form

Change or update authorised signatories on your account.​


​​​Income Distribution Amendment Form
Amend interest distribution instructions on your account




​Forms for charities, not-for-profits and faith-based organisations

​​
Investors in the:

  • ​UCA Enhanced Cash Portfolio
  • UCA Growth Portfolio
  • UCA Australian Equities Portfolio
These funds are available to not-for-profit or faith-based organisations registered as a tax concession charity only.


Application Form

Open a new account.

​Investment Form

Add funds to your account.

​Redemption Form

Redeem funds from your account.

This form must also be completed to close an account.​​


Direct Debit Request Form

Set-up a new direct debit on your account, or amend an existing direct debit arrangement.


Periodic Payment Request Form

Set-up a periodic payment from your account to an external bank account.


Registered Signature Form

Change or update authorised signatories on your account.





Forms for commercial mortgages

Direct Debit Request Form

Set-up a new direct debit on your account.

Direct Debit Amendment Form

Amend a direct debit arrangement on your account.​



​Forms for direct offering​

​Application Form

​Apply for a direct offering account.

​Direct Offering Amendment Form

Amend details on your direct offering account.​


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Product disclosure documents