SWITCHING FORM Use this form if you would like to switch your existing units into another trust(s). The minimum switching amount is $10,000. We suggest that you read the Information Memorandum part 1 and part 2 before you decide to switch between funds. We also recommend that you seek independent taxation and/or investment advice.
CHANGE OF DETAILS FORM Use this form if you would like to alter your distribution instructions or advise us of a change of address or contact details or a change of signatory.