Forms - Trilogy Funds

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

TMIT Application form – Companies

Download

TMIT Application form – Existing investors

Download

TMIT Application form – Individual and Joint Investors

Download

TMIT Application form – Superannuation/ Trust

Download

Trilogy Enhanced Cash forms

TEC Application form – Companies

Download

TEC Application form – Existing investors

Download

TEC Application form – Individual and joint investors

Download

TEC Application form – Superannuation/ Trust

Download

Make a change to your investor profile

Additional beneficiary form

Download

Additional beneficial owner form

Download

Additional director form

Download

Additional individual trustee form

Download

Change of personal details - Companies

Download

Common Reporting Standard - Guidance and Defined Terms

Download

Change of personal details - Individuals and joint investors

Download

Change of personal details - Superannuation/ Trust

Download

Overseas bank details form

Download

Self certification declaration - Foreign Account Tax Compliance (FATCA)

Download

Self certification declaration form - Controlling person

Download

Self certification declaration form - Individual/ joint investors

Download

Transfer form - All funds

Download

Transferee information form - Individual/ joint investors

Download

Transferee information form - Superannuation/ Trusts

Download

Transferee information form - Companies

Download

Withdrawal request form

Download

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.