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) 
• PDS Part 2 - Interest Rate Schedule  
• PDS Part 3 - Fee Schedule - personal and other investors
• 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

• eGive Application Form

I need to request a transaction on an existing investment

• Additional Investment Form
• Withdrawal Request Form

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) 
• PDS Part 2 - Interest Rate Schedule  
• PDS Part 3 - Fee Schedule - personal and other investors
• UC Invest Identification Statement
• Uniting Church SA - Ethical Investment Policy 

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

• New Investment Application Form - Company, Trust & Other Investors ONLY
• Investor Acknowledgement Statement - Company, Trust & Other Investors ONLY 
  If your organisation is investing with us for the first time we need you to sign this Investor Acknowledgement Statement before we can only your new investment.
• Identity Verification Form - Individuals 
  Any signatories who are not already known to us will need to complete our identification requirements before we can open your new investment.

I need to request a transaction on an existing investment

• Additional Investment Form
• Withdrawal Request Form

We want to open a new investment for our UCSA Congregation

• New Investment Application Form - Uniting Church Organisations only
• Identity Verification Form
  Any signatories who are not already known to us will need to complete our identification requirements before we can open your new investment.

If you want to change your signatories

• Identity Verification Form
• Signatory Authorisation Form 
  Please submit the forms together with signed minutes confirming the signatories for the investment 

We need to request a transaction on an existing investment

• Additional Investment Form
• Withdrawal Request Form

We need to have online access to our investment 

• 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 investment can be granted access to UC Invest Online.