Use this form to	Form	Return to us
Appoint a financial adviser	Adviser appointment form	Copies
Appoint an agent	Agent appointment form	Copies
Change investor's details	Change details form	Copies
Close investor's account	Closure form	Copies
Make a deposit	Deposit form	Copies
Participate in an IPO or placement	IPO/Placement Form	See Form
Set-up periodic payments	Periodic payment form	Copies
Set-up a regular savings plan	Regular savings plan	Copies
Make a withdrawal	Withdrawal form	Copies
Transfer listed asset (from issuer to broker sponsored)	CHESS Transfer Form	Originals
Transfer listed and unlisted assets (incl broker to broker sponsored)	Standard Transfer Form	Originals
Move assets into my PMS acount	Move assets in	Copies
Move asets out of my PMS account	Move assets out	Copies

Use this form to	Form	Return to us
Admit a new member to a fund	Admit new member	Original
Nominate a beneficiary	Beneficiary nomination	Copies
Change member's details	Change details form	Copies
Change adviser's remuneration	Change adviser remuneration	Copies
Change investement strategy	Change investment strategy	Copies
Close your fund	Closure form	Copies
Make a contribution	Contribution form	Copies
Split a contribution	Contribution split form	Copies
Participate in an IPO or Placement	IPO/Placement Form	See Form
Request an asset rating	Private asset  request	Copies
Set-up a regular savings plan	Regular savings plan	Copies
Make a withdrawal	Withdrawal form	Copies
Transfer listed assets (from issuer to broker sponsored)	CHESS Transfer Form	Originals
Transfer unlised assets (incl broker to broker sponsored)	Standard Transfer Form	Originals