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It also specifies rules for investors under 18, required signatures for all investors (including joint applicants, partners, companies, trusts, trustees, clubs), and Know Your Customer identification obligations.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/forms/","Forms",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/application-form-onepath-wholesale-trusts/306807/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/application-form-onepath-wholesale-trusts/306807.png","ImageObject",442,249,{"name":42,"@type":43},"Seraphina","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-23","2026-09-19",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",7,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"How do I submit an investment application for OnePath Wholesale Trusts?","Question",{"text":63,"@type":64},"Complete all relevant sections in blue or black pen, indicate your choices by marking boxes with (x), sign the Application Form, and forward it along with a cheque if applicable to the listed GPO Box or via your financial adviser.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"What happens if sections of the Application Form are incomplete?",{"text":68,"@type":64},"Incomplete applications delay processing because OnePath may need to contact you or your financial adviser for further information.",{"name":70,"@type":61,"acceptedAnswer":71},"Who must complete identification requirements under the Know Your Customer rules?",{"text":72,"@type":64},"The Anti-Money Laundering and Counter-Terrorism Financing Act requires identification and verification for investors in the funds. Individuals (including those investing for a child), joint investors, and sole traders complete the appropriate Identification Form; non-individual investments require an additional Identification Form attachment.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},306807,1790458188,{"code":4,"msg":82,"data":83},"success",[84,89,94,99,104,109,113,118,123],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":90,"doc_module":22,"doc_module_name":25,"category_name":91,"show_sort_weight":92,"slug":93},12,"Resumes",80,"resumes",{"id":95,"doc_module":22,"doc_module_name":25,"category_name":96,"show_sort_weight":97,"slug":98},14,"Invoices",70,"invoices",{"id":100,"doc_module":22,"doc_module_name":25,"category_name":101,"show_sort_weight":102,"slug":103},15,"Posters",60,"posters",{"id":105,"doc_module":22,"doc_module_name":25,"category_name":106,"show_sort_weight":107,"slug":108},16,"Social Media",50,"social-media",{"id":110,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":111,"slug":112},17,40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},18,"Letters",30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},21,"Paper Templates",5,"papers-templates",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":125,"show_sort_weight":4,"slug":126},158,"General","general-158",{"code":4,"msg":82,"data":128},{"doc_id":79,"user_id":129,"nickname":42,"user_avatar":130,"doc_module":22,"category_id":110,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":95,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":140,"read_time":121},962075114101,"https://ap-avatar.wpscdn.com/avatar/e000253a75eb197efd?x-image-process=image/resize,m_fixed,w_180,h_180&k=1780044092746381165","Application Form  \nOnePath Wholesale Trusts  \n5 December 2025  \nOnePath Funds Management Limited (OnePath Funds Management) ABN 21 003 002 800 AFSL 238342  \nGPO Box 5306, Sydney NSW 2001  \nWholesale Client Services  \nPhone 1800 031 810 or + 61 3 7051 3697 outside Australia Email [wholesale.unittrust@onepathsuperinvest.com.au](wholesale.unittrust@onepathsuperinvest.com.au)[ ](wholesale.unittrust@onepathsuperinvest.com.au)Website [onepathsuperinvest.com.au](onepathsuperinvest.com.au)  \nHow to invest  \nTo make your investment in OnePath Wholesale Trusts (Trust):  \n• Complete all relevant sections in blue or black pen and sign the Application Form  \n• Indicate your choice by marking boxes with (x) where applicable  \n• Forward your completed Application Form and cheque (if applicable) to your financial adviser, or to OnePath Funds Management Limited, GPO Box 5306, Sydney NSW 2001.  \nPlease note  \n• In order to process your application, it is important that all relevant sections of the Application Form are completed. Incomplete applications will mean we have to contact you or your financial adviser for further information and this will delay your application.  \n• We reserve the right to accept or refuse any application for investment in the Trust.  \n• The only means of applying for the Trust is by completion of the Application Form accompanied by the current Trust Product Disclosure Statement (PDS). The PDS may be withdrawn and/or replaced at any time. Applications made on a withdrawn PDS will be declined.  \nChildren under 18 years  \nWe will not accept investments made directly by persons under 18 years. Investments made by adults on their behalf will be accepted; however, it is important to note that the adult(s) is the legal owner of the investment.  \nSigning the Application Form  \nAll investors must sign the Application Form. We cannot process your application without the appropriate signature(s) .  \nJoint applicants will be registered as joint tenants and the survivor(s) only will be recognised as holding title to the interest of the deceased unitholder(s) .  \nGuide to completing your Application Form  \nWhose name is required? WhoseTFN or ABN is required? Whose signature is required?  \nIndividual investor  \nYour name – Investor 1  \nYour TFN or exemption type  \nInvestor 1  \n\n| Joint investors | Name of each investor – Investor 1 and 2 | The TFN or exemption type of each investor | All investors must sign |\n| --- | --- | --- | --- |\n| Partnership | • Name of each partner – Investor 1 and 2\u003Cbr>• Name of the partnership | The TFN of the partnership | All partners must sign |\n| Company | Name of the company and contact person | ABN of the company | Two directors or a director and company secretary must sign, unless a sole director and sole company secretary |\n| Trust or\u003Cbr>superannuation\u003Cbr>fund (including self‑managed super funds) | Individual or joint trustee(s)\u003Cbr>• Trustee(s) details – Investor 1 and 2\u003Cbr>• Name of trust or superannuation fund | TFN of the trust or superannuation fund – if there are more than two trustees, please list additional trustees as an attachment and ensure all trustees sign the Application Form | All trustees |\n|  | Corporate trustee(s)\u003Cbr>• Name of corporate trustee\u003Cbr>• Name of trust or superannuation fund | TFN of the trust or superannuation fund | Two directors or a director and company secretary must sign, unless a sole director and sole company secretary |\n| Investing on behalf of a child under the age of 18 | Adult(s) details under Investor 1 and 2 and child’s name under Superannuation fund/Trust/Child/Club/Association | The TFN or exemption type of each adult | Adult(s) must sign their own name |\n| Club, association or unincorporated body | Office bearer’s details under Investor 1 and 2 and name of club, association or unincorporated body | TFN of the club, association or unincorporated body | Office bearer(s) must sign |\n\nKnow your customer – identification requirements  \nThe Anti-Money Launderi","cbCaiubvznJwu85c","https://ap.wps.com/l/cbCaiubvznJwu85c","pdf",300839,"English","# How to invest\n## Please note\n## Children under 18 years\n## Signing the Application Form\n## Guide to completing your Application Form\n## Know your customer – identification requirements","[{\"question\":\"How do I submit an investment application for OnePath Wholesale Trusts?\",\"answer\":\"Complete all relevant sections in blue or black pen, indicate your choices by marking boxes with (x), sign the Application Form, and forward it along with a cheque if applicable to the listed GPO Box or via your financial adviser.\"},{\"question\":\"What happens if sections of the Application Form are incomplete?\",\"answer\":\"Incomplete applications delay processing because OnePath may need to contact you or your financial adviser for further information.\"},{\"question\":\"Who must complete identification requirements under the Know Your Customer rules?\",\"answer\":\"The Anti-Money Laundering and Counter-Terrorism Financing Act requires identification and verification for investors in the funds. Individuals (including those investing for a child), joint investors, and sole traders complete the appropriate Identification Form; non-individual investments require an additional Identification Form attachment.\"}]","Application Form - OnePath Wholesale Trusts | PDF",1789841362]