Managed Funds Forms
The forms listed on this page can be submitted with an Application Form or used to make changes to your existing account.
The Application Form can be found on the relevant Fund’s web page, within the section called “Documentation”.
Forms for DDH Graham Managed Funds
| Additional Application Form | Apply to invest additional funds in a DDH Managed Fund |
| Anti-Money Laundering (AML) and Counter-Terrorist Financing (CTF) Checklist | Required for identification purposes when a new account is opened |
| Authorised Representative Form | Appoint an authorised representative for your account |
| Change of Details Form | Change your personal account details |
| Regular Savings Plan Form | Set up a regular savings plan |
| Regular Savings Plan Variation Form | To modify or cancel a Regular Savings plan |
| Switching Form | Switch your money between DDH Managed Funds |
| Tax File Number Notification Form | Notify us of your TFN |
| Transfer Form | Transfer funds |
| Withdrawal Form | Withdrawal Form |
Forms for Alvia Family Office Fund
| Additional Application Form | Apply to invest additional funds in the Alvia Family Office Fund |
| Authorised Representative Form | Appoint an authorised representative for your account |
| Change of Details Form | Change your personal account details |
| Regular Savings Plan Form | Set up a regular savings plan |
| Regular Savings Plan Variation Form | To modify or cancel a regular savings plan |
| Tax File Number Notification Form | Notify us of your TFN |
| Transfer Form | Transfer funds |
| Withdrawal Form | Withdrawal Form |
Forms for Joseph Palmer & Sons Property Fund
| Additional Application Form | Apply to invest additional funds in Joseph Palmer & Sons |
| Authorised Representative Form | Appoint an authorised representative for your account |
| Change of Details Form | Change your personal account details |
| Tax File Number Notification Form | Notify us of your TFN |
| Transfer Form | Transfer investment holdings to another individual or entity |