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Nominate InvestSMART as your managed funds broker

Nominate InvestSMART as your managed funds broker

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  Step 1 of 3 - Investor Details
  • Need help or more information? Call us on 1300 880 160
  • Skip this process & download a blank Nomination Form - click here

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Step 1 of 3

Thanks for taking the first step towards nominating InvestSMART as your Fund Broker. You are well on the way to saving lots of money in unnecessary fees. If you want to fill in the forms by hand, you can download a blank "Fund Broker Nomination Form" from the box above - please remember you will need to fill in a form for each account holder and each fund manager. Alternatively, you may save time by using the facility below which will auto populate a form for each of your fund managers. You can then also save these forms if you need them later.

Investor Details - please note all fields need to the completed
Investments are in the name of...  An individual
 Joint names
 A company
 A trust (including self managed super funds/trusts)
First Name  e.g. John
Last Name  e.g. Smith
Daytime Phone Number
Email
Street Address
Suburb
State
Postcode
Previous Advisor
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