Managed Funds Forms

These forms are for the DDH Graham Managed Funds products:

Application FormApply to invest in a DDH Managed Fund
Additional Application FormApply to invest additional funds in a DDH Managed Fund
Anti-Money Laundering (AML) and Counter-Terrorist Financing (CTF) ChecklistRequired for identification purposes when a new account is opened
Authorised Representative FormAppoint an authorised representative for your account
Change of Details FormChange your personal account details
Regular Savings Plan FormSet up a regular savings plan
Regular Savings Plan Variation FormTo modify or cancel a Regular Savings plan
Switching FormSwitch your money between DDH Managed Funds
Tax File Number Notification FormNotify us of your TFN
Transfer FormTransfer funds
Withdrawal FormWithdrawal Form

 

These forms are for the Selector High Conviction Equity Fund:

Application FormApply to invest in the Selector High Conviction Equity Fund - Wholesale
Additional Application FormApply to invest additional funds in the Selector High Conviction Equity Fund - Wholesale
Authorised Representative FormAppoint an authorised representative for your account
Change of Details FormChange your personal account details
Tax File Number Notification FormNotify us of your TFN
Transfer FormTransfer funds
Withdrawal FormWithdrawal Form

 

These forms are for the Alvia High Conviction Fund:

Application FormApply to invest in the Alvia High Conviction Fund
Additional Application FormApply to invest additional funds in the Alvia High Conviction Fund
Authorised Representative FormAppoint an authorised representative for your account
Change of Details FormChange your personal account details
Regular Savings Plan FormSet up a regular savings plan
Regular Savings Plan Variation FormTo modify or cancel a regular savings plan
Tax File Number Notification FormNotify us of your TFN
Transfer FormTransfer funds
Withdrawal FormWithdrawal Form