Client Application and Identification Forms

INVESCO Australia: Client Application and Identification Forms

Invesco is required to obtain information and documents from new investors in relation to their identity. The basic information required is set out in the Application form attached to the latest PDS (click here to download*) and in the Client Identification forms in the section below.

At the time of making an initial investment, investors must provide us with certain documents that help confirm their identity. Invesco may ask for further documents at anytime. If satisfactory documentation is not provided, Invesco may refuse to accept an investment application or to pay a withdrawal - we will also reinvest all income distributions.

Client Identification Forms

All new investors must complete the Application form and the relevant Client Identification form(s) as listed below - depending on the type of entity they are*:

Type of entity Form Form location

Individuals Form A Click here, or see pages 47-48 of the PDS

Companies Form B Click here, or see pages 49-52 of the PDS

Trusts

Plus for trusts that are not:

Registered managed investment schemes
Registered trusts subject to oversight of a government regulator
Government superannuation funds
Form C

Form A or B for one of the trustees Click here, or see pages 53-55 of the PDS

Click here for form A/Click here for form B, or see page 47-48 or 49-52 of the PDS

Partnerships

Plus Form D

Form A for one of the partners Click here

Click here, or see pages 47-48 of the PDS

Associations

Plus for unincorporated associations Form E

Form A for one of the members Click here

Click here, or see pages 47-48 of the PDS

Co-operatives Form F Click here

Government bodies Form G Click here

*Acrobat Reader is required to view these PDFs, click here to download

Client Identification Documents

click here for a full list of instructions on providing client identification documents