About Uniting Financial Services

Pioneers in establishing a positive way of investingESG

Responsible InvestingThe Uniting Church has been at the forefront of responsible investing for over 40 years, when its Ethical and ESG Investment Policy was first introduced to govern all financial investment decisions. In this time Uniting Financial Services has been involved in many ‘firsts’. We were an early signatory to the Uniting National Principles for Responsible Investment (UNPRI), the first not-for-profit to issue a Sustainable Development Goals (SDG) bond and a leader in screening out fossil fuels.The Church’s policy is not to encourage or profit from activities which create goods that have unacceptable harmful effects on people or the environment and which cannot be avoided by prudent and practical controls. This overarching policy guides Uniting Financial Services in seeking out investments to support and those to avoid. In addition to screening out harmful industries, through our active portfolio management we invest in assets that are making a positive difference to society and the environment, such as climatic transitions and solutions, sustainable buildings, clean utilities and green bonds. Our Ethical and ESG Investment Policy is also aligned to the United Nations’ Sustainable Development Goals (SDGs), helping to deliver on those goals. 

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In September 2024 We were recognised as a Responsible Investor by the Responsible Investment Association Australasia (RIAA).

  CallInvestments and Lending: 1300 133 673Other enquiries: 02 8267 4300

  Emailcontactus@unitingfinancial.com.auWe are here to help.

  Post P.O. Box A2178, Sydney South NSW 1235  

  AddressLevel 10, 222 Pitt Street, Sydney NSW 2000

  Important for you to know Financial services are provided by The Uniting Church (NSW) Trust Association Limited ACN 000 022 480, ABN 89 725 654 978, AFSL 292186 (“UCTAL”) and by The Uniting Church in Australia Property Trust (NSW) ABN 77 005 284 605 (“UCAPT”) (together and separately “Uniting Financial Services”), for The Uniting Church in Australia, Synod of NSW and the ACT (“Synod”), under a s.911A Corporations Act 2001 (Cth.) authorisation and pursuant to APRA Banking Exemption No. 1 of 2021 and ASIC Regulatory Guide 87 and ASIC Corporations (Charitable Investment Fundraising) Instrument 2016/813 exemptions. Uniting Financial Services® is a registered trademark of UCTAL used with permission of UCAPT. None of The Uniting Church in Australia, UCAPT and UCTAL is prudentially supervised by APRA. Therefore, investments with or contributions to these Uniting Church organisations will not receive the benefit of the Financial Claims Scheme or the depositor protection provisions in the Banking Act 1959 (Cth.). All financial services and products are designed for investors who wish to promote the religious and charitable purposes of Uniting Financial Services and The Uniting Church in Australia and for whom profit considerations are not of primary importance in their decision to invest. The information on this page has been prepared without considering your objectives, financial situation or needs. You should, before acting on it, consider its appropriateness to your circumstances or refer to the relevant disclosure document. Loan applications are subject to credit approval. Interest rates are subject to change. Fees and charges may apply.