How to invest with us
Becoming an Octagon client is easy
You can begin the process to become an Octagon client online. Fill in the enquiry form below/here, and a member of the Octagon team will be in touch to confirm your details and help you get set up.
For help with choosing the right funds for your needs, we recommend reading our Product Disclosure Statement. It provides more detailed information about each of our funds, along with other important information.
1
Learn about our investment funds
Our Product Disclosure Statement provides important additional details to help you to help you make your investment decisions
Read our Product Disclosure Statement.
Read our Product Disclosure Statement.
2
Complete an enquiry or call 0800 628 246
Our team will guide you through the process of becoming an Octagon investor. They will be able to answer any questions you may have.
3
Account set-up and management
Once your account has been set up, you’ll receive an email confirming all the information you need along with guidance for accessing, monitoring and making changes to your investments.
Ready to get started?
Please complete the enquiry form, or call us on 0800 628 246 and speak with one of our team.