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 – Application Form
- Trilogy Enhanced Income Fund – Application Form
- Additional Individuals Form
- Direct Debit Request Form
- Change of personal details – Companies
- Change of personal details – Individuals and joint investors
- Change of personal details – Superannuation / Trust
Browse all forms:
Trilogy Monthly Income Trust
Trilogy Enhanced Income Fund
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 – Superannuation/ Trusts
Transferee information form – Companies
Transferee information form – Individual & joint investors
Transferee information form – Superannuation/ Trust
Withdrawal request form
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.