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Invest
INVESTORS
Investors
You can invest in the Fund at any time. Call Copia’s Client Services team on 1800 442 129 if you have a general investment enquiry. Speak to your financial adviser if you need help deciding if the Fund is right for you.
New Investors
Minimum initial investment $20,000
Read the Fund Product Disclosure Statement (PDS).
Fill in the Application Form at the back of the PDS and attach the requested supporting documentation.
Return the completed form and supporting documents to Copia by post:
PO Box 572, Collins Street West Melbourne Vic 8007, Australia
Transfer your application money to Copia by cheque or EFT, following the instructions on the form.
Existing Investors
Minimum additional investment $1,000
Fill in the Fund Additional Investment Form
Return the completed form and any documents to Copia by email, fax or post:
E clientservices@copiapartners.com.au
F +61 3 9642 0066
PO Box 572, Collins Street West Melbourne Vic 8007, Australia
Transfer your application money to Copia by cheque or EFT, following the instructions on the form.
ADVISERS
Financial Advisers
Financial Advisers can invest in the ECP Growth Companies Fund directly through Copia.
Copia is seeking to have the ECP Fund placed on additional platforms.
The Copia Distribution Team is available to assist you with investing in the ECP Growth Companies Fund.
Direct Investment
ECP Growth Companies Fund
Read the Product Disclosure Statement (PDS) and Additional Information.
Fill in the Application Form at the back of the PDS and attach the requested supporting document on behalf of your client.
Return the completed form and supporting documents to Copia by post:
PO Box 572, Collins Street West Melbourne Vic 8007, Australia
All application forms received prior to 2pm will be reviewed the same day. Applications received after 2pm will be reviewed the following business day.
Due to the international nature of the fund, payment method may affect the unit price applied to your application. See below for details.
Direct debit or cheque
Applications will be processed once the application has been accepted and the funds have cleared, usually after 3 business days.
EFT
Applications will be processed once the paperwork has been accepted and a bank transfer receipt has been received.
Direct debit or cheque
Applications will be processed once the application has been accepted and the funds have cleared, usually after 3 business days.
EFT
Applications will be processed once the paperwork has been accepted and a bank transfer receipt has been received.
Platforms
Copia is seeking to have the ECP Growth Companies Fund
placed on additional Australian platforms.
Our platform list will be updated as placements are made.
*Copia Investment Partners (Copia) reserves the right to request further information or documentation before processing your application. In some instances, Copia may need to clarify information provided in the form.
INSTITUTIONS
Institutions
For institutional solutions, please contact ECP Asset Management directly.