Forms

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

Financial Service Guide
Download Financial Services Guide (FSG) [PDF]

Discrete Share Portfolio Service – Individually Managed Accounts
Download Discrete Share Portfolio Brochure [PDF]
Download Individually Managed Account Service Application Form [PDF]

Clime Super – SMSF Administration Service
Download Clime Super Brochure
Download Clime Super Application Form
Download Clime Super Administration Agreement

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 Smaller Companies 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.
Download Product Disclosure Statement
Download Additional Information Booklet
Download Application for Units
Download Savings Plan Direct Debit Request Form
Download Request for Withdrawal Form

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

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.

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