Documents & Forms

Here you will find useful documents and forms relating, including quarterly reports and registry forms for managing your clients investments.  

Quarterly Updates

Marketing Materials

If you would like to request hard copies of our open fund marketing materials, please let us know. You can order investor brochures, product profiles and Product Disclosure Statements by completing this form.

Request marketing materials

Registry Forms 


Surviving Holder

Standard Transfer

Change of Personal Details

Change of Bank Account Details

Appointment of Agent

Adviser Appointment


Hardship Statutory Declaration and Application Form

Deceased Estate Withdrawal Form