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
Application form
DownloadTrilogy Enhanced Income Fund forms
Application form
DownloadMake a change to your investor profile
Additional Individuals Form
DownloadChange of personal details - Companies
DownloadCommon Reporting Standard - Guidance and Defined Terms
DownloadChange of personal details - Individuals and joint investors
DownloadChange of personal details - Superannuation/ Trust
DownloadOverseas bank details form
DownloadSelf certification declaration - Foreign Account Tax Compliance (FATCA)
DownloadSelf certification declaration form - Controlling person
DownloadSelf certification declaration form - Individual/ joint investors
DownloadTransfer form - All funds
DownloadTransferee information form - Individual/ joint investors
DownloadTransferee information form - Superannuation/ Trusts
DownloadTransferee information form - Companies
DownloadWithdrawal request form
DownloadDocument 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.