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If you have any questions in relation to initial applications please do not hesitate to contact a member of Schroders client services team on 1300 136 471.

Download and print forms and product disclosure statements as required.

Schroder Wholesale Series

  • Schroder Wholesale Series Product Disclosure Statement
  • Additional investment form
  • Withdrawal form
  • Investment Switching Form

 

Schroder Institutional Series

  • Schroder Institutional Series Product Disclosure Statement
  • Additional investment form
  • Withdrawal form

 

Schroder Pooled Superannuation Trust Australian Equity Class

  • Withdrawal form

Specialist funds

  • Schroder Microcap Fund Product Disclosure Statement
  • Schroder Global Value Extension Fund Product Disclosure Statement

 

Schroders Superannuation Fund

  • Schroders Superannuation Fund Product Disclosure Statement
  • Additional investment form
  • Withdrawal form

 

Anti-Money Laundering verifications forms

  • Identification form: Associations
  • Identification form: Australian companies
  • Identification form: Foreign companies
  • Identification form: Government bodies
  • Identification form: Individuals and sole traders
  • Identification form: Partnerships and partners
  • Identification form: Registered co-operatives
  • Identification form: Trusts and Trustees

 

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