Application to invest in Vanguard's Wholesale Funds

Important

We are currently receiving a high volume of transactions and as a result, are experiencing delays in responding in a timely manner.

We are working hard to remedy this and apologise for any inconvenience. Thank you for your patience and understanding at this time.

Important

This form is for financial advisers acting on behalf of their clients.

If you are intending to invest with Vanguard through the SIV program please contact Vanguard Client Services on 1300 655 102.

If your principal place of business or primary residential address is not Australia please contact Vanguard Client Services on 1300 655 102 or if calling from outside Australia +61 3 8888 3888.

If your client is an existing investor you are not required to open a new investment account on their behalf to invest in a new fund. To add a new fund to their existing account, please refer to the latest PDS and submit an Additional Investment Form.

Please do not use this application form for Partnerships or Incorporated Associations - please use this application form.

Please do not use this application form for Unregulated Trusts (e.g. Family Trusts), please use this application form.

This application allows you to establish an account with Vanguard Investments Australia Ltd (Vanguard).

To begin, please select your account type and click the "Next" button.

Account type

Select your account type *

Joint

Company

Trust

Trustee type *
Please ensure you check your Trust Deed to confirm the SMSF's Trustee Type. If the trustee information provided is incorrect it will hold up your applicaiton.

Individual Trustee(s)

e.g John Smith ATF John Smith Family Trust

Corporate Trustee

e.g ABC Pty Ltd ATF ABC Family Trust

Submit your application *

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