How to invest

How to invest

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

To invest in an Aberdeen Standard Investments 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://rbc.eappform.com/initiate.aspx?subbrand=aberdeen

Financial Adviser: https://rbc.eappform.com/initiate.aspx?subbrand=aberdeen&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.

Note: If you are seeking to invest in a former Standard Life Investments Fund you will need to download and print the relevant PDS and application form and follow the separate investment instructions. 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

Option 1: By electronic transfer

Account Name: ASI Applications Trust Account
Bank: National Australia Bank
BSB: 083 001
Account number: 871692399

Option 2: By cheque

Cheques should be drawn on an Australian bank/New Zealand account and made payable to ‘ASI Applications Trust Account’

Please note if your application and funds are received:

  1. Before 14:00 (Sydney time) on a Business Day [1], your instruction will be processed on that day.
  2. After 14:00 (Sydney time) on a Business Day[1], your instruction will be processed on the next business day.
  3. 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:

Aberdeen Standard Investments
C/- RBC Investor Services Trust
GPO Box 4368
Sydney NSW 2001

Step 6: Confirmation

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

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