How To Apply

Follow the steps below to invest in our products.

Important information: Fidante Partners Limited (Fidante Partners) is the responsible entity of each Fund. As responsible entity, Fidante Partners issues units in the Fund and is legally responsible to the unitholders of the Fund for its operation. All correspondence pertaining to your investment will be issued by Fidante Partners and you should contact Fidante Partners with any queries regarding your investment.


New Investors

Step 1.

Before making a decision about whether to make an investment or additional investment in the Fund, please read the Fund’s Target Market Determination (TMD), Product Disclosure Statement (PDS), Additional Information Booklet and Product Updates  to ensure the key attributes of the Fund as described in the TMD and PDS aligns with your objectives, financial situation and needs. Please click on the relevant link below to access the fund documents.

WaveStone Australian Share Fund – Product Disclosure Statement
WaveStone Australian Share Fund – Target Market Determination
WaveStone Australian Share Fund – Additional Information Booklet
WaveStone Dynamic Australian Equity Fund – Product Disclosure Statement
WaveStone Dynamic Australian Equity Fund – Target Market Determination
WaveStone Dynamic Australian Equity Fund – ASIC Benchmarks and Disclosure Principles Report


Step 2.

Complete the relevant application form:

Application Form – Individuals, Joint Investors & Sole Traders
Application Form – Australian Companies, Trusts & Super Funds
Application Form – Foreign Companies & Trusts

Step 3.

Send all completed forms to:

Fidante Partners
Reply Paid 86049
Sydney NSW 2001
(no stamp required)

Existing Investors

Complete the relevant form to make additional investments and other account transactions:

Additional Investment Form
Transfer Request Form
Withdrawal Form
Direct Debit Request Service Agreement
Change of Details Form

For more information, call the Fidante Investor Services Team on 13 51 53 or speak to your Financial Planner.