Forms

Managed Investments

Some forms require additional certified documentation. Read our guide on who can certify documents.

Change of personal details form

Updated 21 May 2026

Distribution payment election form

Updated 21 May 2026

Estate claim: Direction of payment form

Updated 21 May 2026

Estate claim: Joint account form

Updated 21 May 2026

Regular Investment Plan form

Updated 28 May 2026

Regular Withdrawal Plan form

Updated 28 May 2026

Update bank account form

Updated 28 May 2026

Withdrawal form

Updated 18 August 2026

FATCA/CRS

FATCA/CRS form - Individual and Joint accounts

Updated 24 Oct 2025

FATCA/CRS form - Companies and Trusts

Updated 24 Oct 2025