APPLY FOR INVESTOR ACCESS

Complete this application to gain access to The Fortis Fund. All information is confidential and secure.

PERSONAL INFORMATION

First Name *

Last Name *

Email Address *

Phone Number *

Date of Birth *

RESIDENTIAL ADDRESS

Street Address *

City *

State *

Postcode *

INVESTOR ELIGIBILITY

Investor Type *

Intended Investment Amount *

Accreditation Proof (Accountant Certificate or Financial Statements)

Upload proof of wholesale investor status (PDF, DOC, DOCX)

ENTITY DETAILS (IF APPLICABLE)

Entity Name

ABN / ACN

Trustee Names (if Trust/SMSF)

FINANCIAL INFORMATION

Annual Income (Individual) *

Net Assets *

Investment Experience *

ADDITIONAL INFORMATION

How did you hear about us?

Additional Comments

DECLARATIONS

I confirm, that I am a wholesale investor as defined under Section 761G of the Corporations Act 2001 (Cth) and meet the eligibility criteria. *I acknowledge that investing involves risk and I have read and understood the risks associated with this investment. *I agree to comply with all AML/CTF requirements and authorize Fortis Fundamenta to verify my identity and conduct necessary due diligence. *

* Required fields. Your information is secure and confidential.