Individual and Joint SMA Application

Please read our Financial Services Guide HERE

You DO NOT require a Financial Adviser – no adviser fee is payable

To invest into the Marcus Today SMA within your personal name(s), complete the online form below and Submit. We will send an email to confirm receipt of your application to the email address for “Applicant 1” below. This confirmation email will include a secure link for you to upload your Id documents

100 Points of Certified ID


Download paper Application

Paper applicants please take time to read our
Financial Services Guide HERE