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

Application form

Additional application form

Change of address and contact details form

Change of bank details form

Change of distribtution election form

Change of signatory form

Holdings switch form

Holdings transfer form

Wholesale investor certificate

Withdrawal form

Downloads

Fortlake Real Income Fund (Managed Fund) PDS

Fortlake Sigma Opportunities Fund IM

Fortlake Real Income Fund (Managed Fund) TMD

Fortlake Real Higher Income Fund TMD

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