Minimum initial investment is $20,000
To invest with Antares, complete the following steps:
- Read our Product Disclosure Statement online.
Alternatively, you can contact our Client Services team on 1800 671 849 and request for printed copies to be sent to you. For updates on the Model Portfolio, refer to the Resources page for further information.
- Consult your financial adviser to ensure this Model Portfolio is right for you.
- Complete our Initial Investment Form.
Refer to the section below for more information on In specie transfer.
- Post forms to:
Antares Capital Partners Ltd
GPO Box 2007
Melbourne VIC 3001
Applications can be made by personal or bank cheque, direct credit, direct debit or via BPAY®. If an investor chooses the BPAY® or direct credit options, once the application form has been received the investor will be contacted with the necessary details to facilitate the application payment. Once the application has been processed, the investor will receive notification of their account details, including a username and password if they have requested online access to their account.
In specie transfer
Investors can transfer shares that they own into their portfolio without the need to sell the shares. The transfer of shares is known as an ‘in specie’ transfer. Shares to be transferred into a portfolio may be issuer sponsored, broker sponsored or held by a custodian.
In specie transfers are unable to be completed until the information on the In Specie Transfer Form has been completed.
Download In specie Transfer Form.
If you require any details or further clarification of the information required to complete an in specie transfer, please contact our Client Services team on 1800 671 849.
Please note if the initial investment is via an in specie transfer, an investor’s portfolio will not be established until the transferring shares have been confirmed by us or our custodian. If a cash application (e.g. direct credit, direct debit, BPay® or cheque application) accompanies an in specie application, the cash application will not be able to be processed until the shares being transferred have been confirmed by us or our custodian. We reserve the right not to accept certain shares in relation to an in specie transfer.