Forms

Download application, redemption, transfer requests and more forms here.

Investors may use the following forms or write to us with their requests. Written requests should be signed by an authorised signatory as nominated on the application form.

Objective

Objective

Relevant Forms

Relevant Forms

PDF Download

PDF Download

Objective

Invest with Us

Relevant Forms

Application Form - Individuals


Application Form - SMSF​


Application Form – Trusts and Companies​


Additional Application Form​

PDF Download

​ icon_pdf


​ icon_pdf


​ icon_pdf


​ icon_pdf

Objective

Transfer Fund Ownership

Relevant Forms

Transfer Request Form

PDF Download

​ icon_pdf

Objective

Switch Investment Between Funds​

Relevant Forms

Switch Request Form​

PDF Download

​ icon_pdf

Objective

Make a Redemption​

Relevant Forms

Redemption Request Form​

PDF Download

​ icon_pdf

Objective

Change or Update of Investor Details ​

Relevant Forms

Change of Details Form​

PDF Download

​ icon_pdf

Objective

Provide Tax Information​

Relevant Forms

Tax Information Form​

PDF Download

​ icon_pdf

Objective

Update TFN, ABN or Exceptions​

Relevant Forms

TFN and ABN Exemptions Form​

PDF Download

​ icon_pdf

Objective

Appoint, Change or Cancel a Financial Adviser​

Relevant Forms

Appoint, Change or Cancel Financial Adviser Form​

PDF Download

​ icon_pdf

By Mail: UBS Asset Management (Australia) Ltd
              GPO Box 804
              Melbourne VIC 3001