Application form

Important

Please ensure that you have read the relevant Product Disclosure Statement (PDS) and Additional Information document, which contain important information about investing in Fidelity funds. You can access these on our website or request a copy free of charge by calling our Client Services team on 1800 044 922.

You must have received this Application form and the relevant PDS in Australia. We will not accept an application from a person whom we believe received the documents outside Australia, unless the person is a 'wholesale investor' (as defined in clause 4 of Schedule 5 to the NZ Financial Markets Conduct Act 2013) that is an investment business under New Zealand law and is included in a list maintained by us of the New Zealand investment businesses from which we will accept application forms. For futher information please contact our Client Services team.

We will not accept applications from US citizens or US residents who have an obligation to pay tax to the US tax authorities on their worldwide income. This includes:
  • an individual who is a US citizen or US resident for tax purposes; or
  • an entity that has any Controlling Person(s)* who is/are US citizens or residents of the US for tax purposes.
    *A Controlling Person is any individual who directly or indirectly exercises control over the entity. For a company, this includes any beneficial owners controlling 25% or more of the shares of the company. For a trust, this includes trustees, settlors, appointers, beneficiaries or senior managing officials. For a partnership, this includes any partners.
Do not use this application for Charities, Partnerships, Associations, Registered Co-Operatives, Government Bodies, Custodians of an Investment Platform/Vehicle and Custodians Acting in the Capacity of a Trustee. Please complete our paper Application Form.

If you are an existing investor, do not use this form. Please complete our Additional Application Form.
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