Apply for a new account
Thank you for choosing to open an account with us.
Before you invest, please ensure that you have read the relevant Product Disclosure Statement and Investment Guide, where applicable.
If you are an existing investor and would like to make an additional investment into your
existing
funds, please complete the Additional Investment Form found at our website
loomissayles.com.au
.
If you are an existing investor and would like to make an investment into a
new
Loomis Sayles fund, please download and complete the Application Form found at our website
loomissayles.com.au
.
Account type
Select your account type *
Individual
A natural person.
Joint
Two or more individuals.
Sole Trader
An individual operating a business and registered as a sole trader, where the individual is the sole owner that controls and manages the business.
Company
A company registered as an Australian proprietary company, an Australian public company, or a foreign company.
Trust or Superannuation Fund
A trust with individual trustees or a company trustee as laid out in the trust deed. Types of trusts include self-managed superannuation funds, family or discretionary trusts, registered trusts (such as managed investment schemes or government superannuation funds), charitable trusts, or any other trust.
Trustee type *
Individual Trustee(s)
A trust where one or more individuals are trustees of the trust.
Corporate Trustee
A trust where a company is the trustee of the trust.
Submit your application *
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