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.
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
WaveStone Absolute Return Fund – Information Memorandum
The WaveStone Absolute Return Fund is only available to wholesale clients (as defined by the Corporations Act 2001). Please contact Fidante Institutional Client Services on +61 13 51 53 if you are a wholesale client and wish to invest in the fund.
Refer to the Document Library section of the Fidante website for further product updates.
Complete the relevant application form:
Send all completed forms to:
Reply Paid 86049
Sydney NSW 2001
(no stamp required)
Complete the relevant form to make additional investments and other account transactions:
For more information, call the Fidante Investor Services Team on 13 51 53 or speak to your Financial Planner.