Direct investment

It's easy to invest directly with Fidelity

You can apply online or by paper with these easy steps:

  1. Read the fund Product Disclosure Statement (PDS) and the accompanying Additional Information (AI)
  2. Or complete the paper application form (PDF) and provide us with your ID documents

You'll need the following information handy for your application

  • A mobile number and email address
  • Identification documents 
  • Your Tax File Number (or ACN, ABN, ARCN)

Some things to remember...

  • The minimum investment for each fund is $25,000
  • You must be over 18 years of age
  • Submit your application within Australia
  • Read the Product Disclosure Statement for the relevant fund
  • Speak to your financial adviser before making an investment decision