How to invest

Step 1: Select the Fund/s in which you wish to invest

To invest in an abrdn Fund, please ensure you have read the relevant Product Disclosure Statement and the Financial Services Guide before completing an application form.

To access the relevant Fund PDS and product information please click here.

Step 2: Apply to invest

Direct Investors and Financial Advisers can apply to invest by clicking the relevant link below:

Direct Investor: https://abrdn.eappform.com/initiate.aspx

Financial Adviser: https://abrdn.eappform.com/initiate.aspx?channel=adviser

You will require the following information to complete the form

an email address and phone number;
your Tax File Number (or ABN, ACN, ARCN);
postal address details;
identification documents;and
if applying on behalf of a trust, details of the trustee.

Once you have completed the online process, please print, date and sign your investment confirmation and send it to us using the address detailed in Step 5 below.

Alternatively, you may wish to download, then print and complete a hard copy of the application form for the relevant Fund(s).

To download an application form please click here.

If you wish to invest via the mFund service please click here.

Step 3: Identification documents

New investors are required to complete the relevant identification form for the purposes of Anti-Money Laundering and Counter-Terrorism Financing laws.

Online investors – you will need to complete the relevant identification details as part of the online process. If requested, please send copies of your identification documents together with your online investment confirmation.

For those who downloaded, printed and completed a hard copy of an application form, please complete the relevant identification form on this page and forward any requested documents together with your application form.

You will require the following information to complete the form:

an email address and phone number;
your Tax File Number (or ABN, ACN, ARCN);
if applying on behalf of a trust, details of the trustee.

Step 4: Make a payment

Account Name: abrdn Applications Trust Account
Bank: Citibank, N.A. (Sydney Branch)
Swift Code: CITIAU2X
BSB: 242 000
Account Number: 218500269

Please note if your application and funds are received:

Before 14:00 (Sydney time) on a Business Day [1], your instruction will be processed on that day.
After 14:00 (Sydney time) on a Business Day[1], your instruction will be processed on the next business day.
On a weekend or public holiday, your instruction will be processed on the next Business Day.

[1]Business Day is any day other than Saturday or Sunday on which banks are open for general banking business in Sydney.

Step 5: Post the paperwork

Please send any completed forms, online investment confirmations and requested paperwork to:

abrdn Investments
C/- Citi Unit Registry Australia
GPO Box 764
Melbourne VIC 3001

Step 6: Confirmation

We will issue you a confirmation statement once the application process is completed.

Search Documents

How to invest in our Active Exchange Traded Fund (ETF)

An Active ETF is bought and sold via a broker in the same way you buy or sell a share.

Investors should contact their Australian Stock Exchange (ASX) broker (or financial adviser who uses a stockbroking service on their behalf) about investing in our Active ETF. If you have an online trading account, you can input the ASX ticker to invest (see below).

For more information, please refer to the PDS which can be found under ‘Fund Centre’ or by contacting Client Services.