Downloads & Forms

Download

Product Disclosure Statement
The responsible entity (RE) advises that the 144 Stirling Street Trust (CHIF8) is closed for new applications and the product disclosure statement (PDS) has been withdrawn.

The PDS for CHIF8 dated 15 May 2012 may be accessed for information purposes only. The application form and directory sections of the PDS have been removed as the trust is closed for new investments.

Financial Ombudsman Service
The RE is a member of the Financial Ombudsman Service (FOS). FOS is an independent complaints resolution service that you may contact if you have a complaint that is not resolved within the specified timeframe (usually 45 days) or if you are not satisfied with our response.

Telephone: 1300 78 08 08
Fax: (03) 9613 6399
Website: www.fos.org.au
Email: info@fos.org.au
Mail: GPO Box 3, Melbourne, Victoria, 3000

Download

RG46 Disclosure
In line with ASIC Regulatory Guide 46 (RG46), the Disclosure Guide provides information in the interests of improved disclosure for retail investors.

 

  Download

Adviser Appointment and Commission Form
Use this form to appoint an adviser to your investment or update our registry with new adviser details.

  Download

Agent Appointment Form
Use this form to authorise an individual to act as an agent.

Download

Change of Bank Account Details Form
Use this form to change the account details of the bank account nominated for distribution and withdrawal payment.

 

Download

Change of Details Form
Use this form to change address details, phone number and email address. Choose to receive a paper copy of the annual report.

 

Download

Standard Transfer Form
Use this form to transfer units in the fund to another party.

Download

Tax File Number (TFN) Form
Use this form to provide your TFN and/or claim the appropriate exemption.

 

Download

Request to register for Surviving Holder Form
Use this form when notifying us of a death of a investor on our register.

 

Download

FSC/FPA Forms 

Financial advisers to use the below forms in the verification process. Click on the item below to download the relevant form.

Go to the FSC website for more information.

 

If you require forms to complete an estates transfer, or a form you require is not listed on this page, please contact our registry on 1300 137 895.

All forms should be sent to:

C/ Boardroom Pty Limited
GPO Box 3993
Sydney NSW 2001

Contact

Registry (fund administration) - Boardroom

For enquiries regarding your personal holding in a fund. This includes account balances, unit price and distribution enquiries, requesting a statement, changing contact details and assistance with investor online facilities. Please have your investor number (as shown on your distribution statements) ready to quote.

Charter Hall (manager)

For enquiries regarding the management of a fund. This includes a funds performance, strategic direction, property portfolio holding and new investment opportunities.

InvestorServe - access your investment online

Utilise our easy and secure online investment portal, InvestorServe, and elect to receive your correspondence electronically.
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