Welcome to the Katana Australian Equity Fund Online Application

About this fund

It is a legal requirement that all investors download and read the Product Disclosure Statement for the Katana Australian Equity Fund prior to proceeding.

The minimum investment amount for the Katana Australian Equity Fund is $25,000 for new investors in this fund or $100 for existing investors.

This fund is open to Retail investors in Australia only.

Target Market Determination

This product is likely to be appropriate for a consumer seeking CAPITAL GROWTH and SOME INCOME to be used as a CORE COMPONENT or SATELLITE ALLOCATION within a portfolio where the consumer has a 3-5 YEAR term investment horizon, MEDIUM to HIGH risk/return profile aligned to market volatility, and requires MONTHLY access to capital.

What do you want to do?

This online application process is powered by OLIVIA123. Please read the following before selecting which option suits your situation:

If you have previously started an online application for this fund and have not submitted it choose "Continue an existing application"

If you have previously used or registered for OLIVIA123 to start an online application for this or any other fund, choose "Login Now"

If you have not yet started an application, or not used or registered for OLIVIA123 before, choose "Start a new application"

If you've started or completed an application with Olivia123 previously

Start a new application

If you haven't filled in an application previously, or want to start a new application

About the application process

Collect and confirm the applicant's details

Satisfy the Australian government's Anti-Money Laundering and Know Your Client requirements

Agree to the fund terms and conditions and submit the completed application for processing.

Data Collection

Proof of Identity

Submit Application

About you

If you've used Olivia123 to apply for this or any other fund, please log in now

If you haven't used Olivia123 to apply for a fund before, please provide your details so we can contact you about your application.

If you are filling in this application as an advisor please enter YOUR details here. You will enter your investor's details later.

First name

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Email address

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Password (8+ characters, upper and lower case letters, numbers, and symbols)

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I am filling in this application as:

The investor, or one of the investors

An advisor or representative of the investor/s

I am:

A new investor in this fund

An existing investor in this fund*

* In this fund only.

I am investing as:

An individual or joint individuals

A company

A self managed super fund

Other type of fund or a trust

A partnership

It is a legal requirement that all investors download and read the current offer documents for the Katana Australian Equity Fund prior to proceeding.

Download Product Disclosure Statement Now

I/We have read, understand and agreed to the fund terms and conditions contained in the Product Disclosure Statement

I/We have read and understood the Terms and Conditions and Privacy Policy of Olivia123 and agree to provide my/our personal information to Olivia123 for the purposes of completing this application form.

I confirm I am an Australian resident investor

I/We confirm I/We have read the fund's Target Market Determination and this investment falls within those parameters. View determination

Welcome to the Katana Australian Equity Fund Online Application

About this fund

Target Market Determination

What do you want to do?

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