Individual investors Financial advisers

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. Investor online application form
    As an investor you can either complete our investor online application form or our paper application form (PDF).
  3. Adviser online application form
    As a financial adviser you can either complete our adviser online application form or our paper application form (PDF) on behalf of your client. The client is still required to sign the application form.
 

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
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Individual investors Financial advisers