Forms & Information

You can download your application, authorisation and transaction forms from the applicable tab below. Please contact us if you have any questions.

Information disclosure documents for personal & other retail investors
The following documents contain important information for personal and other retail investors.

Before applying for an investment product or service from UC Invest you should read and understand the information provided in these documents and consider the appropriateness of the product or service having regard to your particular objectives, financial situation and needs.

 

  1. Personal Investors
  2. Company, Trust & Other
  3. UCSA Congregations

I want to open a new personal investment account

I want to give electonically to my congregation

I need to request a transaction on an existing account

I/We want to open a new investment account for my/our organisation

I need to request a transaction on an existing account

Our UCSA congregation wants to open a new investment account

Our congregation needs to request a transaction on an existing account

Authorisation forms that your congregation may require

  • Signatory Authorisation Form 
    Any signatories who are not already known to us will need to complete our identification requirements by lodging an Identity Verification Form before they will be recognised as signatories to your account.
  • UC Invest Online Application Form
    To access UC Invest Online you must have internet access and a mobile phone registered with us. Only authorised signatories to an account can be granted access to UC Invest Online. 

 

UC Invest - working for the benefit of the Uniting Church SA.

Contact us today

Phone: 1300 274 151

Fax: 08 8236 4250

Email: info@ucinvest.com.au

Street Address

Level 2

212 Pirie Street

Adelaide

Postal Address

GPO Box 2145

Adelaide SA 5001

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