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Investment Opportunities  > Fund Broker Nomination Form

Fund Broker Nomination Form

Investment accounts established before 1 July 2013 typically have entry fees of 4%-5%. Nominate 2020 DIRECTINVEST as your broker using the form below, without changing your investment, to receive a rebate 100% of the entry fee on future contributions.

You will need the following information:

  • 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 NameAccount NameInvestor/Account NumberDelete
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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