Forms & Documents

Below you will find important fund documents, information and forms. To apply online click here.

PDS

Our current PDS including important information about the fund.

Download

PDS Guide

Additional information to complement the AIM PDS.

Download

Change of Details

If you're an existing investor you can change your details using this simple form.

Download

Initial Application

Apply to the fund for the first time.

Download

Additional Application

Apply to add to your existing investment with us.

Download

Redeem/Withdraw

To redeem or withdraw units from your investment.

Download

ID Form A

Individual + Sole Trader

Supplementary ID form required for applications relating to Individuals & Sole Traders.

Download

ID Form B

Companies

Supplementary ID form required for applications relating to Companies.

Download

ID Form D

Regulated Trusts

Supplementary ID form required for applications relating to Regulated Trusts.

Download

ID Form E

Unregulated Trusts

Supplementary ID form required for applications relating to Unregulated Trusts.

Download

ID Form F

Partnerships

Supplementary ID form required for applications relating to Partnerships.

Download

ID Form G

Associations

Supplementary ID form required for applications relating to Associations.

Download

ID Form H

Registered Co-operatives

Supplementary ID form required for applications relating to Registered Co-operatives

Download

ID Form I

Government Bodies

Supplementary ID form required for applications relating to Government Bodies.

Download

Empower your wealth today.

Download Investor Handbook