Affluence Investment Fund Applications and Withdrawals

The following documents can be used when applying to invest or withdraw from the Affluence Investment Fund

• Application Pack (Application Guide and all Application Forms)
• Application Guide (Instructions for completing Application Forms)
• Application Form – Additional Investment
• Application Form – Super Funds
• Application Form – Individuals
• Application Form – Trusts
• Application Form – Companies
• Withdrawal Request Form
• Transfer Form (also complete the relevant Application Form)

Fund Documents

The forms provided below can be used to make changes to your personal details or the way in which your investments are administered.

• Tax Details Form
• Change of Address Form
• Bank Account Details Form
• Communications Election Form
• Change of Financial Advisor Form
• Change of Name Form
• Consolidate Holdings Form

Can’t find the form you need? Additional forms are available from the Boardroom website here.