
Application
Application
1. How do I invest in an Invesco product?
Invesco offers both online or paper applications depending on the Fund you are investing in and the type of Investor you are. Please visit the 'How to Invest' page on our website to learn more.
Note: Information regarding minimum investment amounts is detailed in the PDS. Please note, the offer to which the PDS relates is only available to persons receiving a copy of the PDS within Australia.
2. I don’t have the required certified documentation for the paper application. What do I do?
Where certified documentation cannot be provided, please contact our Client Service team for guidance.
Certified documentation is not required for online applications, however Invesco reserves the right to ask for further information if required.
3. What is Target Market Determination (TMD)?
The new Design and Distribution Obligations (DDO) regime came into effect in October 2021. This regime requires that the fund management industry make available Target Market Determination (TMD) documents for each of their funds.
These documents capture a range of Investor objectives, needs and preferences, and colour-code each of these for the fund in question. The document, taken as a whole, indicates the appropriate target market for the fund.
The TMD for each of Invesco’s funds can be found on the relevant fund page; or on the documents and forms page.
4. How do I interpret the Target Market Determination (TMD)?
Consumer Attributes with a green colour coding indicate the fund is ‘in target market’, amber colour coding as ‘potentially in target market’ and red colour coding as ‘not considered in target market’.
An investor is unlikely to be in the target market if one or more of the attributes are red, or three or more attributes are amber.
The TMD for each of Invesco’s funds can be found on the relevant fund page; or on the documents and forms page.
5. How do I make a payment?
Payment for initial applications must be made through Direct Credit. Additional investments can be made by either using Direct Credit or using BPAY®.
If you would like to set up a regular top up to your account, you can do this by way of a recurring BPAY® payment.
Direct Credit
All payments through direct credit should be sent to the following account:
- Bank Name: JP Morgan
- Account name: Invesco Australia Limited Apps Acc
- BSB: 212-200
- Account number: 16046759
- Reference: Investor no. or Account name.
BPAY®
- Investors will need to use a BPAY® Biller Code for the fund in question, and a Customer Reference Number (CRN).
- Each fund has a unique biller code. These can be found on the ‘How to Invest’ page’ or on your transaction statement.
- Each existing investor has a Customer Reference Number (CRN). Investors can find these on their Transaction Statement.
Visit How to Invest for more details.
Note: Only debit cards are accepted (credit cards are not accepted).