Money Manager.
A Money Manager Account with UC Invest gives you the flexibility to manage your surplus funds while earning a strong return and maintaining easy access to your money whenever you need it.
It’s a simple, convenient option for wholesale investors looking to balance everyday liquidity with purpose driven investing. There are no maintenance fees, no minimum balance requirements, and interest is calculated daily and paid monthly so your money keeps working for you.
Best of all, every dollar invested supports the ongoing mission and community work of the Uniting Church SA, helping create lasting positive impact across South Australia.
You should know.
- Funds will only be transferred to or from the nominated bank account on file for this investment.
- You will be able to use our Telephone Transfer Service (TTS), provided access has been requested and granted.
- The interest rate can change at any time.
- You are able to view your investments and transfer funds using UC Invest Online, only if access has been requested and granted.
Getting started.
If you have questions, please reach out to us. We are always happy to help.
Key features.
- No minimum balance.
- At call access to the funds.
- No maintenance fees.
- Interest is calculated on the daily closing balance and paid at the end of each month.
- Funds can only be transferred to or from a bank account held in the same name of at least one UCSAIF account holder.
- Have the option of linking an eSaver Account to your Money Manager Account.
- Every dollar invested is assisting the Uniting Church SA community.
Rates & Fees.
Personal Investment Application.
Company, Trust and Other Investor application forms.
Information Disclosure Documents.
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.
Ways to Transact.
- You may add money to your investment at any time by Direct Debit, Electronic Transfer (EFT), BPAY®, cheque or cash (Westpac Only)
- You can withdraw money from your investment at any time by Electronic Funds Transfer (EFT), or via a Cheque Facility attached to your account
Get in touch with our investor relations team.
Contact us today and Catherine or Lou will be happy to assist you with your query.