The Atrium Evolution Series – Diversified Fund (Fund) is available for direct investment or through a financial adviser.
Atrium accepts investments from individuals, trusts, not for profit organisations, superannuation funds, companies, associations, co-operatives and government bodies.
When directly investing, there is a minimum investment of $15,000 with a $5,000 minimum per class. Additional investments have a minimum of $5,000 with a $2,000 minimum per class.
To invest directly, it is necessary to read the Fund’s Product Disclosure Statement (PDS) before completing the application form. The Application Form can be accessed in electronic form or requested from your financial adviser.
Send your completed application form and all the required supporting identification documentation to the address below.
For more information, please contact Client Investment Services on 1300 759 050 (within Australia) or +61 2 9248 8090 (international).
1. Read → 2. Complete → 3. Send
1. Read relevant Product Disclosure Statement
2. Complete the Initial Application Form
Complete required identification forms (download below) to certify your identity. If you would like to make an additional application, a withdrawal, or change your details, please use the forms below.
3. Send the completed Initial Application Form, relevant Identification Forms, and supporting documents by post to:
Atrium – Registry Services
GPO Box 804
Melbourne VIC 3001
Please ensure that you have transferred your application monies or enclose a cheque for payment.
Cheques should be made payable to:
“Atrium Funds – Application A/C” and should accompany the application form. Cheques should be crossed “Not Negotiable”. Please include investor name and address on the back of the cheque.
Payment by EFT should be made to:
Bank: National Australia Bank
Account name: National Nominees Limited ANF The Trust
Company (RE) Services Ltd – Atrium Application Account
Account number: 91 362 6892
Reference: [Investor Name/ Investor Number]
Tel: 1300 759 050 (within Australia) or +61 2 9248 8090 (international).
- Initial Application Form
- Additional Application Form
- Redemption Request Form
- Transfer Form
- Change of Details Form
- Change of Name Form
- Appoint, Change or Cancel a Financial Adviser Form
- Direct Debit Request Form
- Tax File Numbers, Australian Business Numbers or Exemptions Form
- A – Individuals and Sole Traders
- B – Australian Companies
- C – Foreign Companies
- D – Australian Regulated Trusts
- E – Unregulated Australian Trusts & Foreign Trusts
- F – Partnerships
- G – Associations
- H – Registered Co-operatives
- I – Government Bodies
Other Important Information
- Direct Debit Request Service Agreement
If you elect to make investments by direct debit authority, you must read and accept the terms and conditions of the Direct Debit Request Service Agreement.
- Continuous Disclosure and Updates
Please follow the link to see material information in relation to the Fund.
The unit price for each class of units will be calculated as at the close of business on the last Sydney Business Day of each week. As such, all complete applications and payments by cheque or EFT must be received before 4pm on the second last Business Day of the week to be issued at the unit price calculated as at close of business on the last Business Day of that week. All redemption requests must also be received before 4pm on the second last Business Day of the week to be processed at the unit price calculated as at the close of business on the last Business Day of the week.
Investing via a Financial Adviser
The role of a financial adviser is to gain an understanding of your financial situation and then develop strategies to help you achieve your financial goals. A financial adviser can determine the right asset allocation for your goals.