Registry forms

Change of Details form

Change of Details Form

Name Correction Form 

Transacting Forms

Withdrawal Form

Switch Form

Additional Investment Form

Web Portal Form

Investor Portal Access Form

FATCA/CRS 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:

FATCA/CRS Form

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.

Association Form

Australian Regulated Trust Form

Australian Unregulated Trust and Foreign Trust Form

Australian Companies Form

Foreign Companies Form

Government Body Form

Individuals and Sole Traders Form

Partnerships and Partners Form

Registered Co-operative Form