Investment Warehouse

Personal Service for the DIY Investor

Home | Site Map | Contact Us

No Entry Fee Funds
How to Invest
Wholesale Funds
Direct Shares
Investment Advice
Superannuation
Ethical Investment
Research
Financial Services Guide
Calculators
Privacy Policy
 

How to Invest

1. 

Click on the No Entry Fee Funds button and follow the prompts until you come to the Investment Order Form.  

2. 

Look through the funds that are listed on the order form and select your investments by clicking in the checkbox next to the prospectus that contains the fund you want:

 

          Add to your shopping cart

 

Some prospectuses can be downloaded in PDF format, but other will have to be sent to you in hardcopy, through the post. You will need Adobe Acrobat Reader installed on your computer to download the PDF prospectuses. If you don't have Acrobat Reader, click here to download it:

3. 

You can click View Cart at any time to see how many prospectuses you have ordered.
Please note that there is a limit of 4 mailed prospectuses per order (there is no limit for downloaded prospectuses).

4. 

When you are ready to order, click Go To Checkout.

5. 

Type your name and address into the Customer Details section.

6. 

Send your order to us by one of the following methods:

 

Click on the Submit button at the bottom of the form, or

Print the form and Mail it to:
Investment Warehouse
P.O. Box 269
Port Macquarie NSW 2444
Australia

Please note our minimum investment size is $5,000
per individual investment fund

Limit of 4 mailed prospectuses per order

IMPORTANT

New identification requirements under anti-money laundering
and counter-terrorism financing legislation.

CLICK HERE TO FIND OUT MORE

As the only income Investment Warehouse receives is a small trailing commission of approximately 0.03% per month once investments have been placed, it is not cost effective for us to dispatch more than 4 prospectuses free of charge to our customers. However we are happy to provide any number of prospectuses subject to a postage and handling charge of $5 plus GST per prospectus for the fifth and subsequent prospectuses.

If you require additional prospectuses, please make your cheque payble to Direct Advisers Pty Limited and send it and your order to:
Investment Warehouse
P.O. Box 269
Port Macquarie NSW 2444
Australia

What Happens Next

1. 

We will immediately send you the prospectuses that you have requested to be mailed to you.

2. 

If you downloaded any prospectuses, print the appropriate application form pages.

3. 

You must complete the appropriate application form and draw your cheque as instructed in the prospectus.

4. 

Do not alter our stamp in any way, otherwise you may not receive your rebate of commission.

5. 

Return your completed application form and cheque directly to the appropriate financial institution as per the address in the prospectus.

6. 

The financial institution will process your investment.

7. 

You will receive acknowledgment of your investment from the financial institution within 30 days, but usually within 7 days.

8. 

If you have any problems in regard to your investment please contact the client services section of the financial institution that you placed your investment with.  Please do not contact us.

If you have any questions about how to invest using Investment Warehouse please Email us
 

© Direct Advisers Pty Ltd. 2010