| Forms (pdf) | Use this form to |
|---|---|
| Change of Details Form | Update your address and contact details, tax file number, distribution method, bank account details and your account name |
| Switch Form | Switch your investment in one fund to another fund |
| Redemption Form | Redeem a proportion of your existing investment |
| Australian Standard Transfer Form | Transfer your investment to another party |
| Annual Report Election Form | Request to receive annual reports via email and help the environment |
| PDS Request Form | Complete this form to request copies of a Product Disclosure Statement |
| Structured Product Forms (pdf) | Use these forms to | |
|---|---|---|
| Direct Debit Authority Form BT Loan | These forms provide authorisation to the counterpart to directly debit your bank account for the put option fee or the interest payment and put fee associated with your Macquarie / UBS / BT loan | |
| Direct Debit Authority Form Macquarie Loan | ||
| Direct Debit Authority Form UBS Loan HFA Octane Asia Fund |
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| Direct Debit Authority Form UBS Loan HFA Octane Global Funds |
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| Direct Debit Authority Form UBS Loan HFA Octane Five Fund |