Investors may use the following forms to instruct changes to their account(s) or open new ones. Written requests should be signed by an authorised signatory as nominated on the application form. You can complete these forms on your computer before printing them. Please see below for instructions on where to send your forms.


Apply online
Application form
Additional application form
Change of bank details form
Holdings transfer form
Wholesale investor certificate
Withdrawal form

Sending Your Forms

When complete, please email them to [email protected] and post the original to:

Fortlake Asset Management
PO Box 3721
Rhodes NSW 2138