1
Complete the target market questionnaire available here to determine if you are likely to be within the target market for any of the funds based on your responses. The funds available will be based on the attributes you select.
2
Read the Product Disclosure Statement for the fund
3
Submit the application form, the target market questionnaire and any required identification documents through our online application (for new investors only) or by email or mail.
Macquarie Asset Management
Client Service
mam.clientservice@macquarie.com
PO Box R1723
Royal Exchange,
NSW 1225, Australia
For enquiries call
Toll free: 1800 814 523
Local: +61 2 8245 4900
Monday – Friday 8:30am to 5:30pm (Sydney time)
You can add to an existing investment by:
BPAY: For funds issued under a Product Disclosure Statement (PDS), you will be able to make additional investments using BPAY*. Enter the Biller Code for the Fund, your Customer Reference Number (CRN) provided to you in your welcome letter when you first invested in the Fund, and the amount you would like to invest.
* Please note there are some funds that do not offer BPAY
EFT/bank transfer: You can notify us of your payment in one of two ways: Submit the notification through the Macquarie Managed Funds online portal after elevating your access or complete the additional investment form.
RTGS: You can notify us of your payment by completing the additional investment form.
You will need to pay for the investment using the account details for the relevant Fund. You can locate the bank account details for each Fund to add to your existing investment by EFT/bank transfer or RTGS here.
Please ensure you include your Macquarie issued account number and your account name in the payment reference to enable us to link the payment.
How to register
1. To access the investor portal, click on ‘Login’ in the top right corner of the website, select client type and then ‘Managed Funds’ from the drop-down menu.
2. To register for the portal, click on ‘Investor Registration’. You will need the following information:
- the name of the fund you are invested in
- your investor number
- the registered name of your account
- the mobile number
- email address and postcode recorded on file for your account
3. First, enter the name of the fund and unit class (where relevant) you are invested in. Then complete all the fields with your account information. Once all the details have been entered, you will be able to choose a username and password.
4. Click ‘Submit’ and you will gain access to the portal, where you can view your investments and download statements.
Elevating your online access
To elevate your online access to enable you to update your account details and to transact online, you will need to complete the ‘Investor portal elevated access form’.
As well as being able to view your statements and transaction history, once you have elevated access you will be able to:
- add to your existing investments
- partially redeem from your investments, and
- change your personal details
