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• INVESTMENTS
   

  INVESTMENT TYPE
  Managed Accounts	Wrap Accounts
  Managed Funds	Margin Lending
  Superannuation
  SMSF (DIY Super)
  Account Based Pension
  Investment Bonds

• FORMS
   

  Personal Choice eWRAP Forms

  BlueChip Series Forms

  St George Margin Lending Forms

• EDUCATION
   

  BASICS	MORE
  Types of investments	Managed Funds	Managed Accounts
  Risk profiles	Superannuation	Wrap Accounts
  Asset classes	Self Managed Super Funds
  Diversification	Account based pension
  "Timing the market"	Margin lending
  Dollar cost averaging	Financial advice
  Reinvesting income	Insurance
  Understanding fees

• LATEST OFFERS
   

  Current Investment Offers Mason Stevens Credit Fund Centuria Credit Bond Fund	Personal Choice eWRAP	Travel Insurance

• 2020 PRIVATE
   

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 *	- Australian Capital Territory New South Wales Northern Territory Queensland South Australia Tasmania Victoria Western Australia
Postcode: *
Business Phone	()
Home Phone	()
Mobile Phone
Note: At least one phone number is required.
Previous financial adviser	- Financial Adviser Direct with Fund Manager Other
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)*	Required
Account Name (eg John Citizen)*	Required
Investor/Account Number*	Required
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 .