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      The Conscious Investor® Fund
      Investing in Companies that Increase Earnings Year After Year

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Would You Like to Invest?

Would you like to become a member and invest in the Conscious Investor® Fund. Below are links to forms for new applicants and existing members. If you would like more help or further information, please contact us.

Information Memorandum
Information Memorandum We love telling people the steps we use to choose the outstanding companies for our members ... plus the usual legal stuff (no obscure fine print, but let us know if you have any questions). Download
Not Yet a Member of the Fund?
  To become a member of the Fund, we need some information about you. Before completing the correct form, we assume that you have downloaded the Information Memorandum.  
Individuals This is the form for an individual or individuals. Download
Trusts, SMSFs Are you investing through your SMSF or through a trust? This is the form for you.
Download
Companies Are you a company? Please use this form.
Download
Other Required Forms
  New investors are required to complete further forms to help prevent tax evasion.  
FATCA The US requires you to complete the Foreign Account Tax Compliance Act (FATCA) self-certification Declaration.
Download
CRS The Common Reporting Standard (CRS) self-certification Declaration aims to give international tax clarity.
Download
How to Pay the Monthly Subscription
Direct Debit Request This is the form to request Direct Debits to be made from your selected account to pay the monthly subscription. Please include with your application.
Download
Existing Fund Member?
  Handy forms for existing Fund Members  
Additional Already a member? Great! Just a simple one-page form when you want to increase your investment.
Download
Withdrawals Withdrawing funds is easy
Download
Contact We like to keep you informed about the wonderful investments we are making ... and why. Please complete this form if any of your contact details have changed.
Download
Like More Information?
  Everything you need to invest in the Conscious Investor® Fund is contained above. But if you would like more information, please contact us. We love telling people about our Fund.