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 beneficiary formDownload
Additional beneficial owner formDownload
Additional director formDownload
Additional individual trustee formDownload
Change of personal details - CompaniesDownload
Common Reporting Standard - Guidance and Defined TermsDownload
Change of personal details - Individuals and joint investorsDownload
Change of personal details - Superannuation/ TrustDownload
Overseas bank details formDownload
Self certification declaration - Foreign Account Tax Compliance (FATCA)Download
Self certification declaration form - Controlling personDownload
Self certification declaration form - Individual/ joint investorsDownload
Transfer form - All fundsDownload
Transferee information form - Individual/ joint investorsDownload
Transferee information form - Superannuation/ TrustsDownload
Transferee information form - CompaniesDownload
Withdrawal request formDownload
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.