Forms & Documents

TMD

The Target Market Determination (TMD) document seeks to offer an understanding of the type of consumer for which this product has been designed. Contact us for prior versions.

PDS

Our current PDS and Reference Guide includes important information about the fund. Refer to this document when making a decision about investing in the Fund.

Change of Details

If you're an existing investor you can change your details using this simple form.

Additional Application

Apply to add to your existing investment with us.

Redeem/Withdraw

To redeem or withdraw units from your investment.

ID Form A

Individual + Sole Trader

Supplementary ID form required for applications relating to Individuals & Sole Traders.

ID Form B

Companies

Supplementary ID form required for applications relating to Companies.

ID Form D

Regulated Trusts

Supplementary ID form required for applications relating to Regulated Trusts.

ID Form E

Unregulated Trusts

Supplementary ID form required for applications relating to Unregulated Trusts.

ID Form F

Partnerships

Supplementary ID form required for applications relating to Partnerships.

ID Form G

Associations

Supplementary ID form required for applications relating to Associations.

ID Form H

Registered Co-operatives

Supplementary ID form required for applications relating to Registered Co-operatives

ID Form I

Government Bodies

Supplementary ID form required for applications relating to Government Bodies.