Get Lincoln Growth Fund

Filling out the Lincoln Growth Fund application form online is a straightforward process designed to assist potential investors in making informed decisions. This guide outlines step-by-step instructions for completing the form to ensure a smooth application experience.

Follow the steps to complete your application form accurately.

1. Press the ‘Get Form’ button to download the Lincoln Growth Fund application form. Ensure you have the correct version of the form before proceeding.
2. Begin by providing your contact information, including your name, phone number, and email address. This information is crucial for communication regarding your application.
3. Indicate whether you have an existing investment in the Lincoln Australian Growth Fund. If you do, fill in the necessary details, including your account number.
4. Select your account type from the options provided, such as 'Individual', 'Partnership', or 'Trust'. Depending on your selection, complete the relevant sections as instructed.
5. For individuals, fill in your personal details including your date of birth, tax file number, and address. If applicable, provide the same details for a co-investor.
6. If applying as a partnership or trust, complete the respective sections by providing information about the partnership or trust. Make sure to include all necessary documentation.
7. In the investment amount section, indicate the amount you wish to invest. Remember, the minimum initial investment is $20,000 for the retail fund and $250,000 for the wholesale fund.
8. Specify how you would like to receive your distributions, whether by reinvestment or direct payment to your bank account.
9. Review all information for accuracy and completeness before signing the form. If you are submitting the form via post, ensure you also include any required supporting documents.
10. Send your completed application form and any required documents to Link Market Services Limited at the provided address. You must keep a copy of your application form for your records.

Start your investment journey by completing the Lincoln Growth Fund application form online today!