Change of Details form

PDF IconChange of Details Form

PDF IconName Correction Form 


Transacting Forms

PDF IconWithdrawal Form

PDF IconSwitch Form

PDF IconAdditional Investment Form

Web Portal Form

PDF IconInvestor Portal Access Form



Foreign Account Tax Compliance Act (FATCA) is United States legislation that imposes certain due diligence and reporting obligations on foreign (non-U.S.) financial institutions, including the obligation to report U.S. citizen or tax resident accounts to the U.S. Internal Revenue Service (IRS).

Common Reporting Standard (CRS) is a global reporting standard for the automatic exchange of information developed by the OECD (Organisation for Economic Cooperation and Development). It assists tax authorities to gain a clearer understanding of financial assets held by overseas residents.

Investors can use the following form to self-certify their tax residency:



AML/CTF forms

Anti-money laundering (AML) and counter terrorism financing (CTF) laws require us to collect and report on certain information about an Account Holder’s tax residence.

These forms should be used by Account Holders to self-certify their tax residency and classification.

PDF IconAssociation Form

PDF IconAustralian Regulated Trust Form

PDF IconAustralian Unregulated Trust and Foreign Trust Form

PDF IconAustralian Companies Form

PDF IconForeign Companies Form

PDF IconGovernment Body Form

PDF IconIndividuals and Sole Traders Form

PDF IconPartnerships and Partners Form

PDF IconRegistered Co-operative Form

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