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MLC Private Equity

How to invest

To invest in MLC Private Equity Co-Investment Fund III, please read the Information Memorandum provided on this page and then complete the relevant application forms as instructed below.

The First Close for Co-Investment Fund III took place in October 2020.

Fund information

Co-Investment Fund III Information Memorandum (PDF 566KB)

Application forms 

Subscription Agreement

Subscription Agreement (PDF 296KB)

FSC identification forms (please select correct form as outlined in Section 9 of Subscription Agreement)

9A. Individual / Joint Investors / Sole Traders (PDF 125KB)

9B. Australian companies (PDF 469KB)

9C. Australian Regulated Trusts (including SMSFs) (PDF 125KB)

9D. Unregulated Australian Trusts & Foreign Trusts (PDF 179KB)

9E. Foreign companies (PDF 217KB)

9F. Associations (PDF 162KB)

9G. Government bodies (PDF 246KB)

9H. Registered co-operatives (PDF 133KB)

9I.  Partnerships (PDF 190KB)

In addition to the forms above, you will be required to complete the following forms, if applicable to you.

All investors

If investing with a Committed Capital of less than A$500,000 (minimum A$250,000)

Australian wholesale form (PDF 999KB)

All New Zealand investors

Complete theNew Zealand wholesale form (PDF 201KB). In addition, if you are investing less than A$500,000 you will also need to complete theAustralian wholesale form (PDF 999KB)