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Invest with us

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 and Target Market Determinations. 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. 

How would you like to invest?

Assistance

If you have any questions about the investment process, or require assistance completing your application, please contact our friendly Client Services Team.

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Copia Client Services

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9am to 5pm 

Victorian business days

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P  1800 442 129 (free call within Australia)

P  +61 3 9602 3199

E  clientservices@copiapartners.com.au

Download Application Form

Click on the relevant link to download the PDF form

Mutual Limited funds are processed separately and require their own form. For all other Funds, please download the Copia Application Form.

Copia Application Form:

Mutual Limited Application Form:

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.

Melbourne (Head Office) 

Level 47, 80 Collins Street (North Tower)
Melbourne VIC 3000

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Sydney
Governor Macquarie Tower
Level 25, 1 Farrer Place,

Sydney NSW 2000

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Brisbane

Suite 24, Level 18, 324 Queen Street, Brisbane QLD 4000

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DISCLAIMER

 

This website provides information to help investors and their advisers assess the merits of investing in financial products. We strongly advise investors and their advisers to read information memoranda and product disclosure statements carefully.

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The information on this website does not constitute personal advice and does not take into account your investment objectives, financial situation or needs. It is therefore 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. You should also consider seeking independent financial advice, particularly on taxation, retirement planning and investment risk tolerance before making an investment decision.

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Neither Copia Investment Partners Limited, nor any of our associates, guarantee or underwrite the success of any investments, the achievement of investment objectives, the repayment of capital or payment of particular rates of return on investments.

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Copia Investment Partners Limited publishes information on the website that to the best of its knowledge is current at the time and is not liable for any direct or indirect losses attributable to omissions from the website, information being out of date, inaccurate, incomplete or deficient in any other way. Investors and their advisers should make their own enquiries before making investment decisions.

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© 2025 Copia Investment Partners Limited

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