Here you will find forms to help you arrange a transaction, update the details of your investment or make a withdrawal.
Application Form - New Investors
Additional Investment Form
Appoint or Change a Financial Adviser
Tax File Number Notification
- Please note there is a separate form for the Pengana International Fund – Class F - available HERE
Have a question about your investments?
Please feel free to CONTACT US any time.
NEED HELP WITH INVESTING?
Whether you have a question about making a new investment or a query about an existing investment, we are here to help.