Everything about your holdings, in one place.
Direct access to your records, your documents and your voice as a holder. No paperwork to chase, no calls to make.
Investor forms
We’ve provided a series of forms below for managing your investments, which you can download, complete and return to the relevant registrar.
General administration forms
- Appointment of Corporate Representative
- Consolidation of Holdings
- Letter of Authority
- Minor(s) Statement and Indemnity
- Redemption request form
- Standard transfer form
- Registry Direct standard transfer form (this must be used where Registry Direct is the registrar)
- Sophisticated Investor/Wholesale Client Certificate Form
Change details forms
- Annual Report Election
- Change of Address
- Communication Preferences
- Direct Credit Authority
- Dividend Reinvestment Plan Participation
- Name Correction Indemnity
- No Company Secretary Declaration by a Sole Director
- TFN, ABN or Exemption Notification
- US Residents – IRS Issued W8BEN
- US residents – IRS issued W9
Estate administration forms
- Checklist for Australian Residents
- Checklist for Overseas Residents
- Request for Additional Information
- Section 1071B Statement
- Small Estate Statement and Indemnity
- Statutory Declaration and Indemnity Next of Kin
- Statutory Declaration Name Correction for Estate
- Surviving Holder - Deceased Estate - Surviving Joint Holder
- Transfer Form
- Transmission Application