Apply for an Advance Investment Fund

How to apply online

Apply online - what you need

Applying for an Advance Investment Fund takes approximately 5 minutes. During the application, you will be asked for your contact information and to select the fund(s) you wish to invest in, as well as the amount you wish to invest.

Please have the following ready

Contact information

  • Name
  • Address
  • Phone number and email address

Investment amount

The amount you're willing to invest, noting the minimum initial investment is $5,000 or $1,500 if you're setting up a Regular Savings Plan.

What happens after you apply?

An investment specialist will contact you to discuss your investment options and to gather any additional information.

You will then need to post us your identity verification documents and provide payment information, such as bank account details.

Once we have received your details, we will open your account and you'll be able to view your account online.