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
| Change of Details Form | Change of Details Form |
| Withdrawal Form | Withdrawal Form |
Forms for Arculus Managed Funds
| Additional Application Form | Apply to invest additional funds in the Arculus Preferred Income Fund or Arculus Fixed Income Fund |
| Appoint, Change or Cancel a Financial Adviser Form | Appoint or change a financial adviser for your account |
| Change of Details Form | Update your contact details, distribution preference, bank account details or annual report option |
| Change of Name Form | Change the name on your account |
| Direct Debit Request Form | Request or give authority to debit your account |
| Direct Debit Service Agreement | Direct Debit Service Agreement |
| FATCA/CRS Form | Complete to ensure your FATCA/CRS status is accurate |
| Redemption Request Form | Redeem funds from your account |
| Switch Request Form | Switch your money between the Funds |
| TFN, ABN or Exemptions Form | Notify us of your TFN, ABN or advise of a reason for exemption |
| Transfer Form | Transfer funds to another investor |
Forms for Alvia Family Office Fund
| Additional Application Form | Apply to invest additional funds in the Alvia Family Office Fund |
| Appoint, Change or Cancel a Financial Adviser Form | Appoint or change a financial adviser for your account |
| Change of Details Form | Update your contact details, distribution preference, bank account details or annual report option |
| Change of Name Form | Change the name on your account |
| Direct Debit Request Form | Request or give authority to debit your account |
| Direct Debit Service Agreement | Direct Debit Service Agreement |
| FATCA/CRS Form | Complete to ensure your FATCA/CRS status is accurate |
| Redemption Request Form | Redeem funds from your account |
| Switch Request Form | Switch your money between the Funds |
| TFN, ABN or Exemptions Form | Notify us of your TFN, ABN or advise of a reason for exemption |
| Transfer Form | Transfer funds to another investor |
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 | Update your name, contact details, distribution preference, or bank account details |
| Tax File Number Notification Form | Notify us of your TFN |
| Transfer Form | Transfer funds to another investor |