UC Invest - Personal Forms

Forms for Personal Investors

icon Personal Investment Application (93.53 kB)
Complete this form to open a new Fixed Term, Money Manager, Local Support or Funeral Fund investment.

icon Identity Verification Form (61.29 kB)
Must be completed by all new investors and signatories. You must return the certified copies
of the ID documents used with this form.

icon e(give) Application (76.74 kB)
Complete this form to financially support your congregation through the e(give) program.

icon Additional Investment Form (69.61 kB)
Complete this form to add funds to an existing investment.

icon Withdrawal Request Form (68.43 kB)
Complete this form to request a withdrawal from your investment.

icon Scheduled Transfer Form (396.91 kB)
Arrange a recurring transfer to or from your UC Invest account for an amount and frequency of your choice.

icon Change of Details Form (73.84 kB)
Change your external account, telephone access and interest payment instructions, signing authorities
or notify us if your name or contact details have changed.

icon Third Party Authority Form (72.49 kB)
Appoint an attorney or additional signatory to your UC Invest account.

Investor Information Documents

icon Terms & Conditions - Personal (646.22 kB)

icon Ethical Investment Policy (59.5 kB)

icon Privacy Statement - Extract from Terms & Conditions (91.29 kB)

Current Interest Rates

UC Invest is an activity of The Uniting Church in Australia Property Trust (S.A.) ABN 25 068 897 781, the legal entity of the Uniting Church SA Synod. Finance services are provided on behalf of the Uniting Church SA pursuant to ASIC Policy Statement 87 exemptions and APRA Banking Exemption No. 1 of 2006 (“The Uniting Church in Australia Property Trust (S.A.)”).

Neither UC Invest nor the Uniting Church SA are prudentially supervised by APRA. Investments and contributions lodged with UC Invest will not benefit from the depositor protection provisions of the Banking Act (1959). All products offered by UC Invest are designed for investors who wish to promote the charitable purposes of the Uniting Church SA.