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Follow the steps below to invest in our products.

Important information: Fidante Partners Limited (Fidante Partners) is the responsible entity of each Fund. As the responsible entity, Fidante Partners issues units in each Fund and is legally responsible to the unitholders of each Fund for the operation of that Fund. All correspondence pertaining to your investment will be issued by Fidante Partners and you should contact Fidante Partners with any queries regarding your investment.

New investors

Step 1

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.

• Merlon Australian Share Income Fund – Product Disclosure Statement
• Merlon Australian Share Income Fund – Target Market Determination
• Merlon Australian Share Income Fund – Additional Information Booklet
• Merlon Concentrated Australian Share Fund – Product Disclosure Statement
• Merlon Concentrated Australian Share Fund – Target Market Determination
• Merlon Concentrated Australian Share Fund – Additional Information Booklet

If you are a wholesale client (as defined by the Corporations Act 2001) and wish to invest in the Merlon Concentrated Value Strategy, please contact Fidante Institutional Client Services on +61 13 51 53.

Step 2

Complete the relevant application form:

• Application Form – Individuals, Joint Investors & Sole Traders
• Application Form – Australian Companies, Trusts & Super Funds
• Application Form – Foreign Companies & Trusts

Step 3

Send all completed forms to:

Fidante Partners
Reply Paid 86049
Sydney NSW 2001
(no stamp required)

Existing Investors

Please refer to the forms page on the Fidante Partners website for instructions on how 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.