Managed Funds Forms
These forms are for the DDH Graham Managed Funds products:
| Application Form | Apply to invest in a DDH Managed Fund |
| Additional Application Form | Apply to invest additional funds in a DDH Managed Fund |
| Anti-Money Laundering (AML) and Counter-Terrorist Financing (CTF) Checklist | Required for identification purposes when a new account is opened |
| Authorised Representative Form | Appoint an authorised representative for your account |
| Change of Details Form | Change your personal account details |
| Regular Savings Plan Form | Set up a regular savings plan |
| Regular Savings Plan Variation Form | To modify or cancel a Regular Savings plan |
| Switching Form | Switch your money between DDH Managed Funds |
| Tax File Number Notification Form | Notify us of your TFN |
| Transfer Form | Transfer funds |
| Withdrawal Form | Withdrawal Form |
These forms are for the Alvia Family Office Fund:
| Application Form | Apply to invest in the Alvia Family Office Fund |
| Additional Application Form | Apply to invest additional funds in the Alvia Family Office Fund |
| Authorised Representative Form | Appoint an authorised representative for your account |
| Change of Details Form | Change your personal account details |
| Regular Savings Plan Form | Set up a regular savings plan |
| Regular Savings Plan Variation Form | To modify or cancel a regular savings plan |
| Tax File Number Notification Form | Notify us of your TFN |
| Transfer Form | Transfer funds |
| Withdrawal Form | Withdrawal Form |