Key fund documents
Application & investor transaction forms
To identify the suitable transaction form, start by choosing your investor type below.
- New investors can access both an online or printable application form.
- Existing investors can facilitate top-ups in their current fund, switch between funds, invest in a new fund, or redeem their current investment.
New investor (click to expand)
As a new investor making an initial application into this fund, download and complete the printable application form below.
You will need to print, sign and date the form after completing it, and post the documents (including certified copies of identification) to our administrator.Existing investors (click to expand)
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As an existing investor, there are a number of options to choose from. Select from the forms below that best suit your need:
- Additional investment form - I have previously invested in this fund and wish to make an additional investment.
- Withdrawal request form - I am currently invested in a Bennelong fund and wish to redeem my investment.
Additional investment formWithdrawal request
Account maintenance
Performance reports
If you would like a copy of the performance report or performance history, please contact Client Experience.