Forms

Below you will find PDFs for our key brochures and documentation:

Financial Service Guide
Financial Services Guide (FSG)

Discrete Share Portfolio Service – Individually Managed Accounts
Discrete Share Portfolio Brochure

Clime International Fund – Managed Fund

Download Product Disclosure Statement (PDS) [PDF]
Download Application for Units [PDF]
Download Additional Information Booklet [PDF]

Clime Australian Income Fund – Managed Fund
Download Financial Service Guide (FSG) [PDF]
Download Information Memorandum (IM) [PDF]
Download Application for Units [PDF]

Clime Australian Value Fund – Managed Fund

Clime Australian Value Fund Product Disclosure Statement
You can request a free paper copy of the PDS and the Additional Information Booklet by contacting Clime on 1300 788 568.


Product Disclosure Statement
Additional Information Booklet
Application for Units
Savings Plan Direct Debit Request Form
Request for Withdrawal Form
Download 2013 – 2014 Interim Financial Statements – Half Year Ended 31 Dec 2014 [PDF]
Download FY2015 Audited Financial Report

Disclaimer:
The content on this webpage has been prepared without taking account of any particular person’s individual objectives, financial situation or needs. Please seek professional advice before making investment decisions. Select Asset Management Limited ABN 94 101 103 011 and AFSL No. 223271 is the issuer of interests in the Clime Australian Value Fund ARSN 126 118 189 (the Fund). A product disclosure statement (PDS) for the offer is available free of charge from www.clime.com.au/services/clime-managed-fund/ or by calling 1300 788 568. The PDS should be considered before deciding to acquire, or continue to hold an investment in the Fund. Applications can only be made on the basis of an application form attached to the current PDS. Past performance is not a reliable indicator of what may happen in the future. Neither capital nor returns is guaranteed. Figures include GST unless stated otherwise.

View and Download Investment Reports
View Unit Pricing – Retail
View Unit Pricing – Wholesale
View Clime Australian Value Fund Ratings, Rankings and Reviews

Clime Super – SMSF Administration Service

Clime Super Brochure
Clime Super Application Form
Clime Super Administration Agreement

The information provided on this webpage and the rest of clime.com.au is intended for general use only. The information presented does not take into account the investment objectives, financial situation and advisory needs of any particular person nor does the information provided constitute investment advice. Under no circumstances should investments be based solely on the information herein. Please consider our Information Memorandum, Product Disclosure Statement and Financial Services Guide before investing in one of our products. Past performance is no guarantee of future returns.
  • Copyright © 2017 Clime Investment Management Limited