UC Invest - Uniting Church Forms

Forms for Uniting Church Organisations

icon Uniting Church Application (163.63 kB)
Open a new Easy Access (Cheque Account), Money Manager (at call), Fixed Term,
UC Invest Share Fund or UC Invest Property Fund investment.

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

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 Signatory Authorisation Form (97.44 kB)
Update the signatories and primary contact person attached to your UC Invest accounts.

icon e(give) Application (76.74 kB)
Give this form to congregation members to encourage electronic giving through the e(give) program.

Investor Information Documents

icon Terms & Conditions (646.22 kB)

icon Ethical Investment Policy (59.5 kB)

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

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.