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How to apply

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.