Before Making an Initial Application
Each person should obtain and read the Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) (collectively ‘disclosure documents’) before making a decision about whether to make an investment into the fund(s).
You can access a copy of the current disclosure documents under the relevant fund here. Information in the disclosure documents may change from time to time, and Ironbark will update this information by updating the relevant document or by publishing an update on the relevant fund(s) page.
Before submitting your initial application to State Street Australia Ltd (the ‘Unit Registry’), please ensure you have:
- Read the current disclosure documents and any incorporated information and any disclosure update notices for the relevant fund(s).
- Provided the necessary certified supporting documents
- Read the declaration and have provided all relevant signatures
- If paying by electronic funds transfer, ensure the application monies are transferred at the same time as lodging your application, referencing your investor name in the payment description
Apply Online
Investors and Financial Advisers can apply online by clicking the relevant link below:
Once you have submitted your online application please review and complete any outstanding items detailed in the completion email notification received. Please ensure you print the execution page, provide your signature in the boxes and upload a copy using the upload your documents link within the email notification.
Application monies can be transferred electronically or by cheque. Please note that cash cannot be accepted.
Paper Application Form
Alternatively, investors and financial advisers can apply by downloading and completing a paper application form.
To download a copy of our application form, please click below:
- Paper Application Form (Individual, Joint or Sole Trader Investors)
- Paper Application Form (Company, Trust or Custodian)
To invest into the CAI Global Market Neutral Fund or the Ironbark GCM Global Macro Fund, please click below:
- Paper Application Form (Individual, Joint or Sole Trader Investors) – Advised Investors Only
- Paper Application Form (Company, Trust or Custodian) – Advised Investors Only
Upon completion of the paper application form, mail your application along with necessary certified supporting documents to the Unit Registry at the following address:
State Street Unit Registry
State Street Australia Limited
Level 14, 420 George Street
Sydney NSW 2000
Application monies can be transferred electronically or by cheque. Please note that cash cannot be accepted.
Need Help?
Contact Ironbark on 1800 034 402 or email, Client.Services@ironbarkam.com.