How to Invest

Unit Holder Changes

If you wish to change any details relating to your investment then please complete a Change of Details Form.

This form allows you to make additions/amendments to the following:

• Investor contact details: including address, phone numbers or email address
• Distribution option
• Bank details
• Annual Report (request to not receive this report)
• Tax File Number (TFN) or Australian Business Number (ABN) update
• Advisor details (release information or request all correspondences to be sent to your advisor)
• Authorised representative

Any sections completed will apply to all Funds under the same account name and number.

In order to complete the form you will be required to provide your account name and number as recorded in the Funds Register. This is recorded on your monthly statement.