Yes! You can use AI to fill out Additional Investment Form - Principal Brand Asset System
This form is designed for existing wholesale clients of Principal Global Investors to make additional investments into their managed funds, such as the Finisterre EMD Total Return Fund or PGI Global Property Securities Fund. It requires the investor to provide their account details, specify the investment amount, and sign a declaration. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
Our AI automatically handles information lookup, data retrieval, formatting, and form filling.
It takes less than a minute to fill out Additional Investment Form using our AI form filling.
Securely upload your data. Information is encrypted in transit and deleted immediately after the form is filled out.
Form specifications
| Form name: | Additional Investment Form - Principal Brand Asset System |
| Number of pages: | 1 |
| Language: | English |
Instafill Demo: How to fill out PDF forms in seconds with AI
How to Fill Out Additional Investment Form Online for Free in 2026
Are you looking to fill out a ADDITIONAL INVESTMENT FORM form online quickly and accurately? Instafill.ai offers the #1 AI-powered PDF filling software of 2026, allowing you to complete your ADDITIONAL INVESTMENT FORM form in just 37 seconds or less.
Follow these steps to fill out your ADDITIONAL INVESTMENT FORM form online using Instafill.ai:
- 1 Navigate to Instafill.ai and upload or select the Additional Investment Form.
- 2 Use the AI assistant to automatically populate your investor details, such as account name, unit holder code, and contact information.
- 3 If applicable, provide your financial adviser's details in the designated section.
- 4 In the 'Investment details' section, specify the fund name and the exact amount you wish to invest.
- 5 Review the pre-filled electronic funds transfer details and ensure you use your investor name as a reference when transferring funds.
- 6 Carefully read the declaration, then use the digital signature tool to securely sign the form in the required fields.
- 7 Download the completed form and submit it to the Unit Registry via mail or email as instructed, ensuring you also transfer the investment amount.
Our AI-powered system ensures each field is filled out correctly, reducing errors and saving you time.
Why Choose Instafill.ai for Your Fillable Additional Investment Form Form?
Speed
Complete your Additional Investment Form in as little as 37 seconds.
Up-to-Date
Always use the latest 2026 Additional Investment Form form version.
Cost-effective
No need to hire expensive lawyers.
Accuracy
Our AI performs 10 compliance checks to ensure your form is error-free.
Security
Your personal information is protected with bank-level encryption.
Frequently Asked Questions About Form Additional Investment Form
This form is for existing investors in Principal Global Investors funds to make an additional investment into their account. It is intended for use by wholesale clients only.
This form should be completed by an existing investor who wishes to add more money to their investment. A financial adviser can also complete the form on the investor's behalf.
Your unit holder code is a unique identifier for your investment account. You can find this code on previous investment statements or other correspondence from the Unit Registry.
The minimum additional investment amount for the funds listed on this form is $1,000.
You must mail or fax the completed form with a wet ink signature to the Unit Registry. If you wish to email it, you must first print the form, sign it with a pen, and then scan the signed document.
You can pay via Electronic Funds Transfer (EFT) to the specified Westpac account, using your investor name as the payment reference. Alternatively, you can pay with a cheque made payable to 'SSAL ACF IBFS ARE Principal Global Investors'.
A 'wet ink signature' means you must physically sign the form with a pen. Digital or electronic signatures are not accepted for this application.
For a company, the form must be signed by either two directors or one director and one company secretary. If the company has a sole director, that individual can sign alone.
Delays can be caused by incomplete information on the form, a delay in your bank processing the payment, or not sending the form and payment at the same time. Always use your investor name as the payment reference to ensure funds are matched correctly.
Yes, by signing the form you declare you have read the current Product Disclosure Statement (PDS) and Target Market Determination (TMD). It is important to review these documents for any updated information before investing.
Yes, services like Instafill.ai use AI to accurately auto-fill form fields, which saves time and helps prevent errors. After using the tool, you will still need to print the form to provide the required wet ink signature.
Upload the PDF form to the Instafill.ai platform, which will make the fields interactive. You can then fill them in quickly or use the auto-fill feature, then download the completed form for printing and signing.
If you have a non-fillable or 'flat' PDF, you can use a service like Instafill.ai. It can convert the document into an interactive, fillable form online, allowing you to type your information directly into the fields.
Compliance Additional Investment Form
Validation Checks by Instafill.ai
1
Role Selection Completeness
Validates that the user has selected one of the two options in Section 1, indicating whether they are the investor or a financial adviser. This selection is crucial as it determines which subsequent sections of the form are required, such as the Financial Adviser details in Section 3. Failure to make a selection will prevent the form from being processed correctly.
2
Unit Holder Code Validation
Verifies that the 'Unit holder code' in Section 1 is not empty and conforms to a predefined format. This code is a primary key for identifying the existing investor account, so its accuracy is critical for associating the additional investment with the correct portfolio. An invalid or missing code will result in a processing failure as the system cannot locate the investor's account.
3
Conditional Financial Adviser Section Logic
Ensures that if the user identifies as a 'financial adviser' in Section 1, then all mandatory fields within Section 3 are completed. This includes the adviser's name, firm name, and AFSL number, which are legally required for transactions mediated by an adviser. If this section is left blank after the user has identified as an adviser, the submission will be rejected for incompleteness.
4
AFSL Number Format Validation
Validates that the 'Adviser group AFSL number' in Section 3 is a valid, typically 6-digit, Australian Financial Services Licence number. This is a regulatory requirement to confirm the adviser is licensed to provide financial advice. An incorrect or improperly formatted AFSL number will cause the application to be flagged for manual review or rejected.
5
Investor Contact Method Requirement
Verifies that the investor has provided at least one valid method of contact in Section 2, such as a mobile number or an email address. This is essential for the fund administrator to communicate with the investor regarding their application, send confirmations, or resolve any issues. A submission without any contact information may be rejected due to the inability to correspond with the applicant.
6
Email Address Format Validation
Checks that all entered email addresses in Sections 2 and 3 adhere to the standard '[email protected]' format. This ensures that electronic communications, such as transaction confirmations and statements, can be successfully delivered. An invalid email format will result in a validation error, preventing submission until corrected.
7
Phone Number Format Validation
Validates that all telephone number fields contain valid characters and structure for Australian phone numbers. This ensures that contact can be made by phone if necessary. An improperly formatted number could prevent important communication and may cause the form to be rejected.
8
Investment Amount Presence
Confirms that a numeric value has been entered in the 'Investment Amount' column for at least one of the available funds in Section 4. The form's purpose is to make an additional investment, so submitting it without specifying an amount for any fund would be a null transaction. The form cannot be processed without at least one specified investment.
9
Minimum Investment Amount Check
Ensures that any 'Investment Amount' entered in Section 4 is greater than or equal to the specified '$1,000' minimum additional investment for that fund. This rule is set by the fund to manage administrative costs and ensure investment viability. Any amount below the minimum will be flagged as an error and must be corrected before the application can proceed.
10
Investment Amount Numeric Format
Validates that the values entered into the 'Investment Amount' fields are valid numeric or currency formats, without any non-numeric characters like letters or symbols. This is necessary for the financial system to correctly parse and process the transaction amount. Non-numeric entries will cause a calculation error and block the submission.
11
Signature Presence
Verifies that a signature has been provided in the designated 'Signature' field in Section 6, as the form specifies a 'wet signature required'. The signature legally binds the applicant to the declarations made in the form, making it a mandatory requirement for processing. In a digital workflow, this check would ensure a digital signature is applied or an image of a signature is uploaded.
12
Signature Date Validity
Validates that the 'Date' provided next to each signature in Section 6 is a valid calendar date and is not set in the future. This date establishes when the declaration was made and is crucial for legal and compliance purposes. A future date or an invalid format would render the declaration void and cause the submission to be rejected.
13
Signatory Capacity Selection
Ensures that for each signature provided in Section 6, a corresponding 'Capacity' (e.g., Director, Company Secretary, Primary Trustee) has been selected. This defines the legal authority of the person signing on behalf of the investor entity. Without a specified capacity, the signature's legal standing is ambiguous, and the application cannot be processed.
14
Company Signature Logic
Performs a logical check based on the note in Section 6 for company accounts, verifying that signatures are provided by either two directors or one director and one company secretary. This validation ensures compliance with corporate governance requirements for executing legal documents. A mismatch in signatory capacities would lead to the rejection of the form pending correction.
Common Mistakes in Completing Additional Investment Form
The form requires using the 'investor name as reference' for electronic funds transfers. Applicants often use their personal name, a transaction number, or leave it blank, making it difficult for the registry to match the payment to the application. This is a primary cause of significant processing delays, as funds sit in a holding account until manually reconciled. To avoid this, copy the exact 'Account name' from Section 1 into the payment reference field of your banking application.
The form explicitly states 'Wet signature required' in the signature section. In an increasingly digital world, applicants may mistakenly use a digital signature or simply type their name, which is not compliant. An incorrect signature type will lead to the immediate rejection of the form, requiring the applicant to print, sign, and resubmit it. Always print the completed form and sign it with a physical pen before mailing or faxing.
The signature section has specific rules for different entity types, such as companies requiring two directors or a director and secretary. Individuals often get confused about which 'Capacity' to select or how many signatures are needed for a joint or company account. An incorrectly signed form is legally invalid and will be returned, delaying the investment. Carefully read the instructions in Section 6 and ensure the correct individuals sign with their proper titles.
The 'Unit holder code' in Section 1 is the unique identifier linking this additional investment to your existing account. Applicants may leave this blank if they don't have it handy or guess the number. This can result in processing delays while the registry searches for the account or, worse, the accidental creation of a new, separate account. To prevent this, locate your Unit holder code on a previous statement or communication before filling out the form.
In Section 4, the 'Investment Amount' is just a blank line next to the chosen fund, which is easy to overlook when rushing. Submitting the form without a specified dollar amount makes it impossible to process, as the registry does not know how much you intend to invest. Always double-check that you have clearly written the investment amount for each selected fund. AI-powered form-filling tools like Instafill.ai can help by flagging mandatory but empty fields.
The instructions advise mailing or faxing the form 'at the same time as transferring your monies'. Applicants sometimes send the form days before or after the transfer. This timing mismatch complicates the reconciliation process, as the registry may receive funds without a form or a form without funds, leading to follow-ups and delays. To ensure smooth processing, perform the bank transfer and send the form on the same day.
The 'Account name' in Section 1 must be the exact, full legal name of the investor entity as it appears on previous statements (e.g., 'John Michael Smith & Jane Doe Smith' not 'J & J Smith'). Using abbreviations, nicknames, or omitting parts of a trust name will cause a mismatch with the registry's records, halting the application. Always refer to an official document to ensure the account name is entered with 100% accuracy.
This form is a non-fillable PDF, which can be cumbersome. Some users may use a PDF editor to type in their details and then email the file, overlooking the 'wet ink signature' and 'Mail or email' instructions. This will result in rejection. To avoid this, you must print the form to sign it. Note that tools like Instafill.ai can convert non-fillable PDFs into an easy-to-complete digital version, which you can then print for signing and submission.
When a financial adviser completes the form on behalf of a client, all fields in Section 3 are critical for compliance, especially the 'Adviser group AFSL number'. Forgetting this number or entering it incorrectly will cause the application to be flagged and delayed for verification with the dealer group. Advisers should use a system or tool that pre-fills these repetitive but essential details to ensure accuracy and avoid processing holds.
Applicants often fill in their contact details from memory, not realizing their phone number or email address on file with the fund is outdated. While the investment may still be processed, using old information on the form can lead to you missing important confirmations, statements, or other critical communications about your investment. Always verify and provide your most current contact information to ensure you stay informed.
Saved over 80 hours a year
“I was never sure if my IRS forms like W-9 were filled correctly. Now, I can complete the forms accurately without any external help.”
Kevin Martin Green
Your data stays secure with advanced protection from Instafill and our subprocessors
Robust compliance program
Transparent business model
You’re not the product. You always know where your data is and what it is processed for.
ISO 27001, HIPAA, and GDPR
Our subprocesses adhere to multiple compliance standards, including but not limited to ISO 27001, HIPAA, and GDPR.
Security & privacy by design
We consider security and privacy from the initial design phase of any new service or functionality. It’s not an afterthought, it’s built-in, including support for two-factor authentication (2FA) to further protect your account.
Fill out Additional Investment Form with Instafill.ai
Worried about filling PDFs wrong? Instafill securely fills additional-investment-form-principal-brand-asset-system forms, ensuring each field is accurate.
