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How to Invest

As Responsible Entity, Copia manages the administration and client servicing for your investment. Any correspondence you receive relating to your investment will be from Copia.

Before you invest in a Copia fund you must read the relevant Product Disclosure Statement, complete the Application Forms fully and correctly, and lodge according to the instructions provided.  

It is important that if you are considering investing in any financial products and services referred to on this website, you determine whether the relevant investment is suitable for your needs, objectives and financial circumstances. We strongly recommend that you seek independent financial advice before making an investment decision.

The PDS and application form for each fund can be found on the relevant fund manager website.

New Investment

Read the Product Disclosure Statement. Download and complete the Application Form, Identification Form and gather your certified supporting identity documents.

Documents should be returned to Copia via email or post.

Email: copia_transactions@unitregistry.com.au

Post: Copia Investment Partners, PO Box 804, Melbourne VIC 3001

If paying by EFT or Cheque, arrange payment of your investment amount. Refer to the payment details on the Form or at the bottom of this page. 

If Paying by BPAY®, a Copia Client Services team member will contact you once we receive your Application Form to advise your Investor Number to enable you to make your payment.

Your investment will be finalised once funds are received. Copia reserves the right to request further information before processing your application.

Additional Investment

If Paying by BPAY®, contact your bank or financial institution to make this payment using internet or telephone banking. You do not need to provide a Form.

If using a different payment method, download and complete the Additional Investment Form. If paying by EFT or Cheque, arrange payment of your investment amount and return the form to Copia via email or post.

Email: copia_transactions@unitregistry.com.au

Post: Copia Investment Partners, PO Box 804, Melbourne VIC 3001

Your investment will be finalised once funds are received. Copia reserves the right to request further information before processing your application.

Platform Availability

Our Funds are available on a wide range of platforms. Please visit the relevant fund website for specific fund availability. If you are a financial adviser looking for a platform placement, please speak to a member of our Distribution Team.

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Contact Copia Client Services

8am to 5pm (AEST)

Melbourne business days

P  1800 442 129 (free call within Australia)

P  +61 3 9602 3199

E  clientservices@copiapartners.com.au