There are two ways to apply for ifsinvest.
Applying with a Financial Adviser:
If ifsinvest has been recommended to you by a Financial Adviser, they will explain how it works and arrange for the application forms to be completed through the ifsinvest Client Care Team. To save on fees, once your ifsinvest account is established you do not need to use an Adviser on an ongoing basis. ifsinvest Client Care Team can provide any administrative assistance you may need in managing your account. It is recommended however that you seek further financial advice if you wish to review your investments or investment strategy in the future. If you would like an appointment with an IFS Adviser please call 1300 734 496.
If you prefer to do everything yourself from selecting your investments through to managing your account online, you can apply by contacting the Client Care Team by phone on 1300 734 496 or completing the pre-application form below. The Disclosure Documents relating to ifsinvest are available here. ifsinvest Client Care Team is always available to assist with administering your account, and can help you access financial advice at any time if you need it in the future. Just call 1300 734 496.
Please note the Client Care Team cannot provide you with any personal advice.
Please save this form, and open the saved document prior to typing. This will allow you to then save your completed form.
Once you have completed the form above, email it through to us at firstname.lastname@example.org
We will then contact you and walk you through the rest of the account opening process. Remember you can open an account with as little as $2,500.
We look forward to welcoming you on board.