Do I have to be a Uniting Church member to open an investment with UC Invest?

No, you don’t have to be a Uniting Church member to open an investment with us.

Is UC Invest under the government guarantee?

No. The products issued by UC Invest are not subject to the usual investor protections under the Corporations Act 2001 (Cth) and are not regulated by the Australian Securities and Investments Commission (ASIC).

How do I open an investment? Do I need to come in person? Do I need to be identified?

If you already have investments with us, to open a new investment, all you need to do is simply fill out the New Investment Application form and return the completed forms to our office in person or by mail. Scanned copies of these documents cannot be accepted.

If you are a first time investor, there are a couple of extra once off forms that will need to be completed. To open a new investment, the forms you will need are:

• New Investment Application Form – completed and signed
• Investor Acknowledgement Statement (once off) – completed and signed
• Identity Verification Form – completed and signed, including a certified copy of your identification presented and the authorised certifier’s contact details.

Please return your completed forms to our office either in person or by mail. Scanned copies of these documents cannot be accepted.

If you have any questions, please call us on 1300 274 151 or email info@ucinvest.com.au

Can I pay in cash?

No. UC Invest is unable to accept cash. We can transfer funds, either to or from your nominated external bank account.

What is TTS and how do I get it?

Telephone Transfer Service (TTS) is a staff assisted transfer service designed to allow you to manage your investments simply and quickly over the phone. As this is not an automatic phone service, the TTS is only available during UC Invest office hours. You can opt for TTS service in the New Investment Application Form.

Can I transfer funds to a third party?

No, funds must be transferred to a bank account in the investment holder’s name.

How do I access funds from my 31 day Notice Accounts?

To withdraw funds from your 31 Day Notice account, we must receive notice of your withdrawal request first, then you will be required to wait 31 days for the funds will be withdrawn from your investment account. You will need to complete and sign a Withdrawal Request form and send it to us at UC Invest. This can be done by post or a scanned attachment to an email or in person.  If you have registered for our Telephone Transfer Service (TTS), this can be as simple as a phone call.

After I’ve given you notice, when does the 31 days start?

When the written request has been received at the UC Invest Office, or on the day of your phone instructions through TTS, we will begin the 31 day countdown for your withdrawal request.

Can I give 31 days’ notice using UC Invest Online?

No, however, you can view your investment balance and transactions via UC Invest Online.

What is eGive?

The eGive program is an electronic giving option that establishes a regular direct debit from your bank account or credit card, replacing the need to carry cash for your Congregation offering.

Where does my gift go?

Your eGive contribution is given straight to your Congregation where it's used to support your church's operations and local outreach programs.

No fees or charges are ever deducted from your gift to your Congregation.

Do I have to hold an account with UC Invest to use eGive?

No. We can debit your eGive contribution from any Australian bank account or credit card.

What does eGive cost to use?

Nothing, nix, not a penny. We believe your gift should reach your Congregation fee free. UC Invest will never charge you to give.

Can I elect to remain anonymous?

Yes. While we send your Congregation a monthly statement detailing all contributions received, you can elect to remain completely anonymous. If you elect to remain anonymous all of your personal details will be kept strictly confidential and never be provided to your Congregation.

Can I alter my eGive request?

Yes. You can update your details including the amount, debit date, frequency of transaction and personal information by simply contacting our office on 1300 274 151. You can even postpone or cancel an individual transaction if required.

The only thing that you can't alter over the phone are your bank account or credit card details.

What is UC Invest Online? What can I do with it?

UC Invest Online is a facility to assist with the day to day management of your investments with us. With UC Invest Online, you will be able to view the details of your investments, the current balances, transactions and have the option of online statements.

How do I register for UC Invest Online?

To register your existing accounts for UC Invest Online you will need to complete an Account Access / Change of Details Form. The completed form can be returned in person to our 212 Pirie Street, Adelaide office or mailed to UC Invest, GPO Box 2145, Adelaide SA 5001.

If you are opening a new account you can request UC Invest Online access on the application form.

When do I get my UC Invest Online password?

Once we have successfully processed your application for access to UC Invest Online we will mail you a Member Number and instructions for logging in the first time. During this ‘First Time Log In’ process you will set your UC Invest Online password.

Do I need a mobile phone to use UC Invest Online?

Yes. It’s a requirement that you have a mobile phone registered with UC Invest to receive SMS Security Codes.

What is an SMS Security Code?

SMS Security Code is an identification tool that we use to protect your security. Certain transactions and requests that you make in UC Invest Online will prompt you to enter a security code. This code is a unique, single-use code which is delivered by text message to your registered mobile phone.

When does an SMS Security Code expire?

SMS Security Codes have a relatively short life. Our security codes are only valid for 5 minutes before they expire. If a code expires before you have used it, simply send a request for another security code.

What if my SMS Security Code is not accepted?

SMS Security Code could be rejected for a number of reasons, including expiry due to time delay. If the code you enter is rejected, simply send a request for another security code.

How up-to-date is my account information?

Your account balances and transaction history will immediately reflect the most accurate information about your accounts and requested transactions.

What accounts can I view in UC Invest Online?

For an account to be visible in UC Invest Online you must have registered to access the account by completing an Account Access / Change of Details Form.

How can I view my transaction history?

There are four ways to view your transaction history information:

1. Hover over Account Information in the main menu and click on Transaction History
2. Click on your Investment Number in the home page My Investments / My Organisations summary table
3. Use the blue Quick Links that are located at numerous points around the site
4. Use the ‘site-map’ menu links at the bottom of each page

What are the oldest transactions that I can view?

The oldest transactions that you will find in UC Invest Online are 2 years old.

How can I view my interest and account information?

There are three ways to view your interest and account information:

1. Hover over Account Information in the main menu and click on Account Details
2. Use the blue Quick Links that are located at numerous points around the site
3. Use the ‘site-map’ menu links at the bottom of each page

What information is included on the Membership Details page?

This page enables you to view your registered contact information. You will also see a listing of the accounts and authorisation limits that you have access to. 

Why am I prompted for an SMS Security Code?

We have determined that certain transactions and requests processed via UC Invest Online require additional security measures to protect your account information and money.

Can I change any of my personal details online?

No. Currently UC Invest Online does not have this function available.

What are my Questions & Answers?

Your Questions and Answers are used to identify you in the event that your UC Invest Online Member Number becomes locked or you forget your password.

If you have completed your Questions & Answers you will be able to use our online password recovery function to reset your password or unlock your Member Number.

What if I forget my Questions & Answers?

If you forget your Questions and Answers you will not be able to use our online password recovery function. To reset your password you will need to contact us by phone or in person during business hours to perform a manual password reset.

How often should I change my password?

As a security measure we recommend that you change your password regularly, generally every three months.

Will UC Invest staff ever ask for my password?

No. Under no circumstances will a UC Invest staff member ask you for your password. You should not reveal your password to anyone (including family members).

Where should I go to log in to UC Invest Online?

You should always log in to UC Invest Online via our website ucinvest.com.au.

Never click a link in an email which claims will take you to UC Invest Online. We will never send you an email of this nature. You should immediately notify us that you received a fraudulent email.

Will UC Invest ever send me an email requesting personal information?

No. We will never send an email requesting you to update your personal details. If you receive such an email you should immediately notify us that you received a fraudulent email. Never respond to any email requesting personal information.

What happens if someone else discovers my password?

If you become aware or suspicious that someone has discovered your UC Invest Online password you should change it immediately. 

How do I reset my password after being locked out?

1. Contact UC Invest by phone during business hours to request a password reset.
   
   
2. If you have previously completed your Questions and Answers you should be able to reset your password online with the following steps:
   
   
   1. Visit UC Invest Online.
      
      
   2. Click on the green ‘Reset Password’ tab and enter your Member Number and date of birth.
      
      You will be prompted for an SMS Security Code. On request, the Security Code will be sent to your registered mobile phone and needs to be entered immediately. (SMS Security Codes expire within 5 minutes – if your code expires, simply request another Security Code).
      
      
   3. You will be prompted to enter the answer on two of your listed Questions and Answers.
      
      
   4. If you answer the questions correctly, you will be able to reset your password.

What do I do if I’ve lost my Member Number?

If you have lost or misplaced your Member Number you will need to contact us during business hours to request a Member Number Confirmation Letter.

For security reasons we will not disclose your Member Number over the phone.