UC Invest - Other Organisation Forms

Forms for Other Organisations

icon Company Trust or Other Application (161.83 kB)
Complete this form to open a new Fixed Term or Money Manager (At Call) Investment

icon Identity Verification Form (61.29 kB)
Must be completed by all new signatories. 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.

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.