Existing Investors

Existing Investors can make an additional investment using the following form. Copies of Fund PDS are available below.

Additional Investment Form for Existing Investors

Form Use this form to
Additional investment form

Make an additional investment into your existing investment

Other Forms for Existing Investors

Form Use this form to
Change of Details form

Update your contact, distribution, bank account and financial adviser details, provide tax file number or tax exemption information, change investment name

Withdrawal request form

Withdraw your funds

Transfer request form

Transfer all or part of your units to another person or entity, company, superannuation fund or trust