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.
- Financial Services Guide (FSG)
- Product Disclosure Statement (PDS)
- UC Invest Identification Statement
- Uniting Church SA - Ethical Investment Policy
I want to open a new personal investment
- New Investment Application Form - Personal Investors ONLY
- Investor Acknowledgement Statement - Personal Investors ONLY
If this is your first time investing with us we need you to sign this Investor Acknowledgement Statement before we can open your new investment.
- Identity Verification Form - Individuals
If you have not already been identified with us, you will need to complete our identification requirements before we can open your new investment. Joint investment holders will each need to complete a copy of this form.
I want to give electonically to my congregation
I need to request a transaction on an existing investment