Forms

Ready to apply or would like to make a change to your investor profile?

Before making an investment decision, ensure you have read and understood the Product Disclosure Statements found on your chosen investment product’s page and find your relevant form from the below categories.

Are you a New Zealand investor? Be sure to check out the extra information for NZ investors available on our policies and important updates page.

If you have any questions about the application process or about filling out your form, don’t hesitate to chat to the Investor Relations team.

Trilogy Monthly Income Trust forms

Trilogy Enhanced Cash forms

Make a change to your investor profile

Additional Individuals Form

Change of personal details - Companies

Common Reporting Standard - Guidance and Defined Terms

Change of personal details - Individuals and joint investors

Change of personal details - Superannuation/ Trust

Overseas bank details form

Self certification declaration - Foreign Account Tax Compliance (FATCA)

Self certification declaration form - Controlling person

Self certification declaration form - Individual/ joint investors

Transfer form - All funds

Transferee information form - Individual/ joint investors

Transferee information form - Superannuation/ Trusts

Transferee information form - Companies

Withdrawal request form

Document certification

Certain documents require certification to prove they are a true copy of the original. Download our Certifier List to see who can certify your documents.The following government websites might also assist you in locating a Justice of the Peace or Commissioner of Declarations to certify your documents in your community.

• Queensland 
• New South Wales
• Australian Capital Territory
• Victoria
• Tasmania
• South Australia
• Western Australia
• Northern Territory.