Digital Applications

Streamlined Online Applications for Fund Investors

Provide your investors with a seamless digital application experience. Our online application platform handles everything from initial registration to KYC compliance, making fund investment accessible 24/7.

Complete Digital Application Experience

Our online application platform transforms the traditional paper-based investment process into a modern, efficient digital experience that benefits both fund managers and investors.

24/7 Accessibility

Investors can apply anytime, anywhere with our responsive web platform

Automated KYC

Integrated Know Your Customer verification and compliance checking

Mobile Optimized

Full mobile compatibility for applications on any device

Online Application Interface

Simple Application Process

We've streamlined the investment application process into clear, manageable steps that guide investors through every requirement.

1

Fund Selection

Browse available funds with detailed information including performance data, fees, and investment objectives.

Fund Details Performance Data Fee Structure
2

Personal Information

Complete investor details including contact information, tax file number, and investment preferences.

Personal Details Tax Information Contact Details
3

Identity Verification

Upload required identification documents with our secure document management system.

Document Upload ID Verification Secure Storage
4

Investment Amount

Specify investment amount and select payment method with real-time validation and confirmation.

Amount Selection Payment Methods Real-time Validation
5

Review & Submit

Review all application details, accept terms and conditions, and submit for processing.

Application Review Digital Signature Instant Submission

Automated KYC Compliance

Our platform automatically handles all Know Your Customer (KYC) and Anti-Money Laundering (AML) requirements, ensuring full regulatory compliance without manual intervention.

Automatic identity verification
Real-time AML screening
AUSTRAC compliance monitoring
Automated risk assessment
Document verification system
Ongoing monitoring and updates

100%

Compliance Rate

< 5 min

Average Processing

24/7

Availability

Supported Fund Types

Our online application platform supports all major fund structures with customized application workflows for each type.

Unlisted Funds

Managed Investment Trusts (MIT) and Attribution MIT (AMIT) with complete application workflows.

MIT/AMIT Custom Workflows Compliance Built-in

Listed Funds

Listed Investment Companies (LIC) and Listed Investment Trusts (LIT) with registry integration.

LIC/LIT Registry Integration ASX Connectivity

ETF/ETMF

Exchange Traded Funds with specialized application processes and market maker support.

ETF/ETMF Market Makers Real-time Processing

Seamless Integration

Our online application platform integrates seamlessly with your existing fund management and registry systems for complete operational efficiency.

Registry Integration

Direct connection to your fund registry system for automatic investor onboarding and unit allocation.

Payment Processing

Integrated payment gateway supporting bank transfers, credit cards, and other payment methods.

Document Management

Secure document storage and retrieval system with automatic backup and archiving.

Communication Hub

Automated email notifications and SMS alerts for application status updates and confirmations.

Reporting & Analytics

Comprehensive reporting on application volumes, conversion rates, and investor demographics.

API Connectivity

RESTful API for integration with third-party systems and custom workflow automation.

Enterprise-Grade Security

Protecting investor data and ensuring secure transactions is our top priority. Our platform employs multiple layers of security to safeguard sensitive information.

SSL Encryption

End-to-end encryption for all data transmission

Secure Hosting

Australian-based secure data centers with 24/7 monitoring

Multi-Factor Authentication

Additional security layers for sensitive operations

Audit Trails

Complete activity logging and compliance reporting

Certified Secure

ISO 27001 & SOC 2 Type II Compliant

Transform Your Investment Process

Ready to provide your investors with a modern, efficient application experience? Our online application platform can be customized to match your fund requirements and branding.

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