Forms

Forms

You may change your contact details, transfer units or request a withdrawal by downloading the appropriate form. Please return the completed form by email, fax or post.

Important: Forms must be completed correctly and signed by the investor(s) or trustee(s). Incomplete or unsigned forms will result in administration delays.
Forms Checklist:

• Investor ID number
• New details provided in full
• Signed and dated by investor(s) or trustee(s).

Downloads

• Change of Details Form 
• Standard Transfer Form
• Withdrawal Request Form