How to Apply | Partnervest

There are two ways to apply for Partnervest.

Applying with a Financial Adviser:

If Partnervest has been recommended to you by a Financial Adviser, they will explain how it works and arrange for the application forms to be completed through the Partnervest Client Care Team. Partnervest Client Care Team can provide any administrative assistance you may need in managing your account. It is recommended however that you seek financial advice from a financial adviser if you wish to review your investments or investment strategy in the future.

Applying Direct:

If you prefer to do everything yourself from selecting your investments through to managing your account online, you can apply by contacting the Client Care Team by phone on 1300 734 496 or completing the pre-application form below. The Disclosure Documents relating to Partnervest are available here . Partnervest Client Care Team is always available to assist with administering your account.

Please note the Client Care Team cannot provide you with any personal financial advice.

We will then contact you and walk you through the rest of the account opening process. Remember you can open an account with as little as $2,500.

We look forward to welcoming you on board.

© Partnervest is a division of Franklin Templeton Australia Limited (ABN 76 004 835 849 AFSL 240827), which is part of Franklin Resources, Inc

Important Legal Information
Past performance is not an indicator nor a guarantee of future performance.

Performance returns are shown net of fees and assume the reinvestment of distributions. Returns for periods less than 1 year are cumulative and returns for periods equal to or greater than one year are annualised.

Any prediction, projection or forecast on the economy, stock market, bond market or the economic trends of the markets is not necessarily indicative of the future or likely performance. All investments involve risks, including possible loss of principal.

Information on this website is intended to be of general information only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the products or services described as to the individual circumstances, objectives, financial situation, or needs of any investor. You should conduct your own investigation or consult a financial adviser before making any decision to invest. Please read the relevant Product Disclosure Statements (PDSs), and any associated reference documents before making an investment decision. Neither Franklin Templeton Australia, nor any other company within the Franklin Templeton group guarantees the performance of any Fund, nor do they provide any guarantee in respect of the repayment of your capital. In accordance with the Design and Distribution Obligations and Product Interventions Powers requirements we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via the product pages or by calling 1300 734 496.