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.

Forms

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

Downloads

Fortlake Real Income Fund PDS
Fortlake Real Higher Income Fund PDS
Fortlake Sigma Opportunities Fund IM
Fortlake Real Opportunities Fund IM
Fortlake Real Income Fund TMD
Fortlake Real Higher Income fund TMD

Sending Your Forms

When complete, please email them to enquiries@fortlake.com.au and post the original to:

Fortlake Asset Management
PO Box 3721
Rhodes NSW 2138