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Yes! You can use AI to fill out Additional Investment Form - Principal Brand Asset System

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Basic · 35/100Form Complexity Index

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Tell the AI about youAnswer a few questions in plain words, or upload a document you already have. That is all the typing there is.

AI fills every field in secondsIt puts each answer in the right box on every page, checkboxes included.

Check it and downloadReview every field, change anything, then download, print or sign the PDF.

What this form asks for

The AI fills all of it, from your answers or your documents.

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.

Fillable fields32

Pages3

Form Complexity IndexBasic, 35/100

The AI checks your answers before you download

14 checks built for this form, so a wrong date or a missing answer is caught before anyone else sees it.

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.

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.

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.

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.

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.

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.

And 8 more checks

Phone Number Format Validation
Investment Amount Presence
Minimum Investment Amount Check
Investment Amount Numeric Format
Signature Presence
Signature Date Validity
Signatory Capacity Selection
Company Signature Logic

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How to Fill Out Additional Investment Form Online for Free in 2026

What the AI walks you through.

Navigate to Instafill.ai and upload or select the Additional Investment Form.
Use the AI assistant to automatically populate your investor details, such as account name, unit holder code, and contact information.
If applicable, provide your financial adviser's details in the designated section.
In the 'Investment details' section, specify the fund name and the exact amount you wish to invest.
Review the pre-filled electronic funds transfer details and ensure you use your investor name as a reference when transferring funds.
Carefully read the declaration, then use the digital signature tool to securely sign the form in the required fields.
Download the completed form and submit it to the Unit Registry via mail or email as instructed, ensuring you also transfer the investment amount.

Common Mistakes in Completing Additional Investment Form

The ones the AI is built to catch.

Using an Incorrect EFT Reference

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.

Failing to Provide a 'Wet Ink' Signature

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.

Incorrectly Completing the Signatory Section

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.

Missing or Inaccurate Unit Holder Code

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.

Forgetting to Specify the Investment Amount

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.

Mismatch Between Form Submission and Fund Transfer Timing

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.

Providing an Incomplete or Vague Account Name

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.

Submitting a Digitally Filled Form Without Printing

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.

Financial Adviser Omitting AFSL or Dealer Group Details

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.

Leaving Contact Details Outdated

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.

Frequently Asked Questions About Additional Investment Form

Is it really free for 7 days?

Yes. You pay $0 today. Cancel before Nov 1 and you are never charged. Keep it, and it is $19.99 a month for 5 fills of your Additional Investment Form.

Can I fill other forms too?

This plan is for your Additional Investment Form: your own AI agent fills it as often as 5 times a month. To fill other forms and upload your own, choose a Professional plan from your account.

How do I cancel?

From your account, in two clicks, any time. No email, no call.

How does the AI fill out Additional Investment Form?

You answer a few questions in plain words, or upload a document you already have. The AI reads what you give it and puts each answer into the right field of Additional Investment Form, on every page, in seconds. It checks the answers against the form's own rules, and you review and change anything before you download, print or sign.

What happens to my information?

It is encrypted in transit and at rest, and it is never used to train AI.

How complex is Additional Investment Form to fill out?

Additional Investment Form has a Form Complexity Index of 35 out of 100, in the basic tier: 32 fillable fields across 3 pages. Instafill.ai's AI fills it in under a minute, with every field there for you to review before you download.

What is the purpose of the 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.

Who needs to fill out this form?

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.

Where can I find my 'Unit holder code'?

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.

What is the minimum amount I can invest using this form?

The minimum additional investment amount for the funds listed on this form is $1,000.

How do I submit the completed form?

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.

How do I pay for my additional investment?

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'.

What does 'wet ink signature required' mean?

A 'wet ink signature' means you must physically sign the form with a pen. Digital or electronic signatures are not accepted for this application.

How should the form be signed for a company investment?

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.

What might cause a delay in processing my investment?

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.

Do I need to read the PDS and TMD documents again?

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.

Can I use an AI tool to help fill out this form?

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.

How can I use Instafill.ai to fill this form online?

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.

The PDF I have isn't fillable. What can I do?

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.

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