FORMS LIBRARY Please find below a list of forms for maintaining your accounts. Click on the relevant document to access and download the form. Transfer Forms Standard Transfer Form Use this form if you have sold/purchased Units in a Syndicate to/from another entity or person. Both the Purchaser and Seller must complete and sign this form and return it to us. Forms for Investors Change of Address Notification If you are changing your address and/or contact details, please complete this form in order for us to update our records. Change of Advisor Information If you change your financial advisor, or your current financial advisor changes their details, please complete this form so we can update our records. Change of Bank Account Details for Distributions If you want to change the details of the bank account that your distributions are being credited to, please complete this form to advise us of the bank account details to which all future distributions are to be credited. Change of Name This form should only be used for investors who change their name typically as a result of marriage.