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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. 


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

Copia Client Services

9am to 5pm 

Victorian business days

P  1800 442 129 (free call within Australia)

P  +61 3 9602 3199


Invest Online: Apply Now

Click on the relevant Fund to start the investment process

You can apply online for the following funds:

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.

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