Forms - Trilogy Funds

Forms

Ready to apply or would like to make a change to your investor profile? Find your relevant form from the below categories.

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

Application for additional investment

Download

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

Change of personal details - Individuals and joint investors

Download

Change of personal details - Superannuation/ Trust

Download

Funds transfer form

Download

Self certification declaration form - Controlling person

Download

Common Reporting Standard - Guidance and Defined Terms

Download

Transferee information form - Companies

Download

Withdrawal request form

Download