Fund Broker Nomination Form

Managed Funds > Fund Broker Nomination Form

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Fund Broker Nomination Form

100% entry fee rebate on existing investments

Nominate 2020 DIRECTINVEST as your fund broker on your existing investments to receive a full rebate of all future entry fees on additional investments including any regular monthly investments. We will also cancel any adviser service fees you currently pay. There’s no need to change your investment - we’ll have the fund manager code your account for a full rebate of all future entry fees.

Getting started

To complete the form you will need the following information which can generally be found on your investment statement:

The fund manager the account is held with
The name the account is held in
The account number the fund manager issued you

Please complete the online form below or alternatively click here to download a PDF of the Fund Broker Nomination Form to print and complete.

Fields with asterix (*) are compulsory.

Investor Details

Investor Name / Company Name *

Investor Name 2 / Contact Name if Company

Email Address *

Address Line 1*

Address Line 2

Suburb *

State *

Postcode: *

Business Phone

()

Home Phone

()

Mobile Phone

Note: At least one phone number is required.

Previous financial adviser

Details of existing investments

Please enter the details of each of your existing investments below, and click "ADD FUND" to add to the list. Please note that a maximum of five existing fund can be added to each form.

Fund Manager (eg Macquarie)*

Account Name (eg John Citizen)*

Investor/Account Number*

Fund Manager Name	Account Name	Investor/Account Number	Delete

By clicking SUBMIT you button you acknowledge that you have read and accepted 2020 DIRECTINVEST's Terms and condition , Financial Services Guide and Privacy Policy .

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