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​Form​​s

General forms


Communications Form

This form is to be used to update your contact details and how UCA Funds Management communicates with you. ​

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: Uniting Ethical Enhanced Cash Trust

Open a new account.

​​Application Form: Uniting Ethical Australian Equities Trust

Open a new account.


Application Form: Funeral Fund​

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

 

Direct Debit Amendment Form

Amend a direct debit arrangement on your account.​

Forms for direct offering​

Direct Offering Application Form

Set-up a direct offering service


 

Product disclosure documents