Forms

Ready to apply or would like to make a change to your investor profile?

Before making an investment decision, ensure you have read and understood the relevant Product Disclosure Statement.

If you have any questions about the application process or about filling out your form, don’t hesitate to chat to the Investor Relations team.

To view the distribution components (12-H) for non residents reports please click here

Browse all forms:

Trilogy Monthly Income Trust

Application Form

Product Disclosure Statement (PDS)

Target Market Determination (TMD) - Ordinary Class

Trilogy Industrial Property Trust

Application Form

Product Disclosure Statement (PDS)

Target Market Determination (TMD)

Trilogy Enhanced Income Fund

Application Form

Product Disclosure Statement (PDS)

Target Market Determination (TMD)

Make a change to your investor profile

Change of details

Direct debit request form

Third party access request form

Transfer form – All funds

Transferee information form

Self certification declaration form – Individual/ joint investors

Self certification declaration form – Controlling person

Overseas bank details form

Self certification declaration – Foreign Account Tax Compliance (FATCA)

Additional Individuals Form

Common Reporting Standard – Guidance and Defined Terms

Withdrawal request form

Staff and Family Management Fee Rebate Scheme

Document certification

Certain documents require certification to prove they are a true copy of the original. Download our Certifier List to see who can certify your documents. The following government websites might also assist you in locating a Justice of the Peace or Commissioner of Declarations to certify your documents in your community.  | Queensland | New South Wales | Australian Capital Territory | Victoria | Tasmania | South Australia | Western Australia | Northern Territory.