Lincoln account application

Application to Invest in Lincoln Managed Funds

Important

By proceeding you are confirming that you are a resident of Australia (or that you are acting on behalf of a person who is a resident of Australia).

This application allows you to establish a new account with Lincoln Indicators Pty Limited. Only use this online form if you are new to the relevant Lincoln Fund/s you wish to invest in.

Do not use this application form for additional investments in your existing Lincoln Fund – Please use this additional investment form

For Self Managed Super Funds (SMSF) select Trust or Superannuation Fund and the relevant Trustee type.

Account type

Select your account type *

Individual

Joint

Sole Trader

Company

Trust or Superannuation Fund

Trustee type *

Individual Trustee(s)

Corporate Trustee

Submit your application *

Online

Print, sign and upload

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Lincoln Indicators
Phone: 1300 676 333
Email: managedinvestments@lincolnindicators.com.au
Website: www.lincolnindicators.com.au

Important information:The Investment Manager for the Lincoln Australian Growth Fund, Lincoln Australian Income Fund, Lincoln U.S. Growth Fund Hedged and Lincoln U.S. Growth Fund Unhedged (the Funds) is Lincoln Indicators Pty Ltd (Lincoln Indicators) ABN 23 006 715 573 as Corporate Authorised Representative of Lincoln Financial Group Pty Ltd ABN 70 609 751 966, AFSL 483167 (Lincoln Financial). Equity Trustees Limited (Equity Trustees) ABN 46 004 031 298, AFSL 240975 is the Responsible Entity for the Funds. Equity Trustees is a subsidiary of EQT Holdings Limited ABN 22 607 797 615, a publicly listed company on the Australian Securities Exchange (ASX: EQT).

The application is to be used for applying for a new investment into one of the Funds in which you are currently not invested. This communication has been prepared by Lincoln Indicators, as Corporate Authorised Representative of Lincoln Financial, to provide you with general information only. In preparing this communication we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither Lincoln Indicators, Lincoln Financial, Equity Trustees, nor any of their related parties, their employees or directors provide any warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of our Financial Services Guide, the Product Disclosure Statements, Reference Guide and any additional material before making a decision about whether to invest in these products.

The Fund's Target Market Determination is available here. A Target Market Determination is a document which is required to be made available from 5 October 2021. It describes who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed.

This website content has been prepared in good faith, and with no acceptance by Lincoln of liability for any errors or omissions. There can be no assurance that the Funds will achieve their targeted rates of return and no guarantee against loss resulting from your investment in the Funds.