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How to invest

Investors > Investors

Investors

To invest with Aviva Investors, simply:


1 Read our Product Disclosure Statement


Professional Selection investment funds

Clients who invest in our Professional Selection investment funds can invest directly with Aviva Investors.

Minimum initial investment: $20,000

> Download the Professional Selection PDS

You can also invest in our Professional Selection range of funds through IDPS/platform operators such as master trusts and wrap providers, where no minimum investment applies. Please contact your financial adviser for further details.

Personal Choice investment funds

Minimum initial investment:

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

> 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.


2 Consult your financial adviser


Consult your financial adviser to select the fund or funds that are right for you.


3 Complete the application form and the relevant AML/CTF form

Direct Investment

If you are a new investor into the any of the Aviva Investors funds, you are required to complete the relevant Customer Identification Verification forms included in the Product Disclosure Statement along with your application form.

If you are an existing investor, you are not required to complete the Customer Identification Verification forms.

> Download the AML/CTF form



4 Post forms to our Investor Services team.

Please send the application and AML/CTF forms to:

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