Artisan Partners

Invest

As Responsible Entity, Copia manages the Artisan Global Discovery Fund’s administration. Any correspondence you receive relating to your investment in the Artisan Global Discovery Fund will be from Copia.

Investors

Please ensure you have read and understood the Product Disclosure Statement (PDS) before applying for units in the Artisan Global Discovery Fund. If you require further information or assistance, please contact the Copia Client Services Team on 1800 442 129.
Speak to your financial adviser if you need help deciding if the Artisan Global Discovery Fund is right for you.

New Investors

Minimum initial investment $5,000

Read the Product Disclosure Statement (PDS) and Additional Information

Complete both the Application Form and the relevant Investor Identification Form included in the pack

Return the completed form and supporting documents to Copia by post:
PO Box 572, Collins Street West Melbourne Vic 8007, Australia

All application forms received prior to 2pm will be reviewed the same day. Applications received after 2pm will be reviewed the following business day. Due to the international nature of the fund, payment method may affect the unit price applied to your application. See below for details.

Direct debit or cheque
Applications will be processed once the application has been accepted and the funds have cleared, usually after 3 business days.

EFT
Applications will be processed once the paperwork has been accepted and a bank transfer receipt has been received.

Existing Investors

Minimum additional investment $1,000

Fill in the Additional Investment Form

Return the completed form and any documents to Copia by email, fax or post:
E clientservices@copiapartners.com.au
F +61 3 9642 0066
PO Box 572, Collins Street West Melbourne Vic 8007, Australia

All application forms received prior to 2pm will be reviewed the same day. Applications received after 2pm will be reviewed the following business day. Due to the international nature of the fund, payment method may affect the unit price applied to your application. See below for details.

Direct debit or cheque
Applications will be processed once the application has been accepted and the funds have cleared, usually after 3 business days.

EFT
Applications will be processed once the paperwork has been accepted and a bank transfer receipt has been received.

*Copia Investment Partners (Copia) reserves the right to request further information or documentation before processing your application. In some instances, Copia may need to clarify information provided in the form.

Financial Advisers

Financial Advisers can invest in the Artisan Global Discovery Fund directly through Copia. We are also in the process of arranging platform placements.
The Copia Distribution Team is available to assist you with investing in the Artisan Global Discovery Fund.

Direct Investment

Direct investments can be made via the Artisan Global Discovery Fund PDS with a minimum initial investment of $5,000.

Read the Product Disclosure Statement (PDS) and Additional Information.

Fill in the Application Form at the back of the PDS and attach the requested supporting document on behalf of your client.

Return the completed form and supporting documents to Copia by post:
PO Box 572, Collins Street West Melbourne Vic 8007, Australia

All application forms received prior to 2pm will be reviewed the same day. Applications received after 2pm will be reviewed the following business day. Due to the international nature of the fund, payment method may affect the unit price applied to your application. See below for details.

Direct debit or cheque
Applications will be processed once the application has been accepted and the funds have cleared, usually after 3 business days.

EFT
Applications will be processed once the paperwork has been accepted and a bank transfer receipt has been received.

Platforms

Hub24 Netwealth
Copia is seeking to have the Artisan Global Discovery Fund placed on additional Australian platforms.

Our platform list will be updated as placements are made.

*Copia Investment Partners (Copia) reserves the right to request further information or documentation before processing your application. In some instances, Copia may need to clarify information provided in the form.

Institutions