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How to invest

Advisers

To invest with Aviva Investors, simply:

1 Read about our funds



2 Download the Product Disclosure Statement


Professional Selection investment funds

Our Professional Selection PDS allows your clients wholesale access to our range of investment funds. Clients who invest in our Professional Selection investment funds can invest directly with Aviva Investors or through IDPS/platform operators such as master trusts and wrap providers.

No trail commissions or contribution fees are paid by Aviva Investors on direct investments in the Professional Selection class of units or range of investments.

Minimum initial investment (only if investing directly with Aviva Investors): $20,000

> Download the Professional Selection PDS


Personal Choice investment funds

Aviva Investors Personal Choice is our retail offering.

This product pays contribution fees and trail commissions on direct investments in the Personal Choice range of investment funds. For details in regards to contribution fees and commissions paid to advisers, please refer to page 34 of the PDS.

  • Minimum initial investment: $2,000 or
  • $50 for our Regular Savings Plan (RSP), please refer to page 41 of this PDS

Minimum initial investment: $2,000

> Download the Personal Choice PDS


Alternatively, you can call our Investor Services team on 1800 671 849 to arrange for a copy to be sent to you.


3 Investing directly with us or via platform

Direct investment OR Invest via platform
  • complete an investor application form and the relevant Customer Identification Verification form contained within the Product Disclosure Statement; and mail to our Investor Services team.

    Investor Services
    Aviva Investors Australia Limited
    GPO Box 2007s
    Melbourne Vic 3001

> Download the AML/CTF form

  • please select the relevant Aviva Investors fund on your platform’s investment instruction.
  • Aviva Investors’ funds are available on a range of investment platforms. Please contact our Investors Services team on 1800 671 849 for further details.