Welcome

The following is a guide to help complete the Application Form for Units in Ethical Income Fund - Income Plus Units (Fund).

Type of Investor Details Correct Form Signature Required
Individual Use full legal names only Mary Jane Smith
  • Signature of each applicant
Company Use full company name Smith Corporation Pty Ltd
  • by two directors, or
  • by a director and a secretary, or
  • if there is only one director by that sole director
Minor Use name of parent/guardian with the name of the minor in brackets Mary Jane Smith <minor's name>
  • signature of each parent/guardian
Trusts Use names of trustees with the trust name in brackets Smith Corporation Pty Ltd <Smith Family Trust>
  • signature of each trustee / individual
  • if trustee is a company see above for Company signing requirements
Superannuation Funds Use names of trustees with the fund name in brackets Smith Corporation Pty Ltd <Super Fund A/C>
  • signature of each trustee / individual
  • if trustee is a company see above for Company signing requirements
Partnerships Use all full partner names with preferred account name in brackets Mary Smith and Sally Smith <Smith Sisters A/C>
  • signature of each applicant
Deceased Estates Use executor(s) personal names, do not use name of deceased John Smith <Est Jane Smith A/c>
  • signature of the executor
Type of Investor Details
Individual
  • Use full names only
  • Example: Mary Jane Smith
  • Signature of each applicant required
Company
  • Use full company title
  • Example: Smith Corporation Pty Ltd
  • Signature by two directors required, or
  • Signature by a director and a secretary required, or
  • if there is only one director by that sole director
Minor
  • Use name of parent/guardian with the name of the minor in brackets
  • Example: Mary Jane Smith <Mary Jane Smith>
  • Signature of each parent/guardian required
Trusts
  • Use names of trustees with the trust name in brackets
  • Example: Smith Corporation Pty Ltd <Smith Family Trust>
  • Signature of each trustee / individual required
  • if trustee is a company see above
Superannuation Funds
  • Use names of trustees with the fund name in brackets
  • Example: Smith Corporation Pty Ltd <Super Fund A/C>
  • Signature of each trustee / individual required
  • if trustee is a company see above
Partnerships
  • Use full partner names
  • Example: Mary Smith and Sally Smith <Smith Sisters A/C>
  • Signature of each applicant required
Deceased Estates
  • Use executor(s) personal names, do not use name of deceased
  • Example: John Smith <Est Jane Smith A/c>
  • Signature of the executor required

If you are an association, foreign investor or government body, kindly complete this form to include name and type of investor, identification documents and contact details. If required we will contact you to obtain further information necessary to meet our compliance obligations.


Payment

Transfers may be made directly into the bank account of the Fund. Details of this bank account are available on this form. Applications will not be processed by the Trustee without confirmation that payment has been received in the Trust account.


Before You Begin

Are you an existing Investor within Ethical Income Fund - Income Plus Units or The SILC Group?   
Yes   No

By ticking each of the below boxes, you acknowledge and agree that:


*Electronic signature with respect to this application is in the form of entering your name and ticking a box to confirm you are the authorised person to execute this form.