How to invest

Step One

Read and consider the Fund Prospectus and Key Investor Information Document (KIID).

South African investors – the KIID is not reviewed in terms of Board Notice 92 of 2014 and South African investors should instead consult the Latest factsheet / Minimum Disclosure Document. South African investors are requested to also read and consider the Schedule of Differences for South Africa.

Prospectus
Key Investor Information Document (KIID)

Step Two (Recommended browser Google Chrome)

Select either the Individual’s Application Form or the Legal Entities Application Form.

Individual’s Application Form
Entity Application Form

Step Three

Collate the required verification documentation as specified in the applicable Application Form.

Step Four

Scan and email the Application Form and client verification documentation to apexta@apexfunds.ie with the originals to follow to the Administrator’s address specified on the Application Form.

Step Five

Pay the subscription amount by bank transfer to the correct currency account as specified on page 3 of the Application Form under the section headed “Bank Remittance Information”. Please notify the Administrator at apexta@apexfunds.ie when this has been done, to facilitate tracking of funds.