How to Invest

1. Read the Product Disclosure Statement (PDS)

This is available by downloading a PDF:

Download Northward Capital Australian Equities Trust PDS  [pdf, 795KB]

OR

Request a hard copy be mailed to you by e-mailing Investor Services or by calling us on1300 738 355.

2. Complete the Initial Application Form attached to the PDS.

If this is your first investment into the Fund, you must complete each page of the Initial Application Form and sign and date the Initial Application Form. Send all pages to NAB Registry Services for processing by mail or fax.

National Australia Bank Limited
Attn: Registry Services
GPO Box 1406
Melbourne VIC 3001
Facsimile: 1300 365 601

3. Send the completed Initial Application Form together with your payment

Acceptable methods of payment are:

Cheque made payable to 'NNL ATF MLC Investment Limited (nabInvest) Application Account - [your name(s)]' and crossed "Not Negotiable" accompanied by the Initial Application Form.

Direct Deposit. Please note that your investment cannot be processed until both the monies and the completed Initial Application Form are received.

Deposit your monies into the administrator's bank account:

• Bank: National Australia Bank Limited
• BSB No: 083-043
• Account No: 811-688-750
• Account Name: NNL ATF MLC Investments Limited (nabInvest) Application Account
• • Description (name that will appear on the administrator's statement): [your name(s)].

4. Additional Investments into the Fund

If you already have an investment in the Fund and wish to make an additional investment please complete an Additional Investment Form available via the Online Forms.