Fund referral

Switch your fund in 3 easy steps

Referral process

2

Complete application

Fill in the fund provider's application form

5 mins

3

Enjoy Mindful investing

Watch your money do good after your funds are moved for you

Done

We’ve worked closely with Mindful Fund providers to help you choose a fund that fits. In case you’re wondering why this referral form is needed, we use your details to attribute your switch with fund providers.

If you’d prefer to skip this referral process, you may proceed to the Booster Investment Scheme application directly.

Your details

Seeking further advice

Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund's investment objectives, risks, fees and other information which you should know before investing. This website has a list of the advisers that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.