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Forms - Direct investments

Based on the fund you have, you will find specific forms to change or update your personal instructions or information with us. Simply download and print the form you need, complete it, and send it directly to the mailing address provided.

 

AMP Capital off-platform funds (Private Clients - Class H)

Forms for:

 
Form Use this form to Send to
Make an additional or regular investments Read the latest PDS for the relevant fund and complete the application form. AMP Capital
Reply Paid 125
Parramatta NSW 2124
(no stamp required)
Change my personal details
(PDF 93 KB)
Tell us about changes to your name, address, email, or telephone number. AMP Capital
Reply Paid 125
Parramatta NSW 2124
(no stamp required)
Change my distribution payment details
(PDF 86 KB)
Tell us where you want your distributions paid. AMP Capital
Reply Paid 125
Parramatta NSW 2124
(no stamp required)
Make a withdrawal
(PDF 81 KB)
Tell us how much you want to withdraw (full or partial) and which Fund you want to make a withdrawal from. You can also specify where we pay your withdrawal. AMP Capital
Reply Paid 125
Parramatta NSW 2124
(no stamp required)
Appoint or change your financial adviser
(PDF 98 KB)
To change or appoint a financial adviser simply complete this form. Your financial adviser may access information on your behalf in relation to your investment. AMP Capital
Reply Paid 125
Parramatta NSW 2124
(no stamp required)
Change your personalised fee structure
(PDF 93 KB)
To change your personalised fee structure agreed with your financial adviser simply complete this form. This form will also need to be completed by your financial adviser. AMP Capital
Reply Paid 125
Parramatta NSW 2124
(no stamp required)
Notify for my tax file number or Australian business number
(PDF 74 KB)
Complete this form to give us your tax file number or Australian business number. AMP Capital
Reply Paid 125
Parramatta NSW 2124
(no stamp required)
Make a transfer request
(PDF 149 KB)
To transfer units to another individual or business you will need to complete the Australian Standard Transfer form.  AMP Capital
Reply Paid 125
Parramatta NSW 2124
(no stamp required)
 

NMFM unit trust funds (retail and wholesale)

Forms for:

 
Form Use this form to Send to
Change of details
(PDF 50 KB)
Change your personal details and change your distribution payment details. AMP Capital
GPO Box 2780
Melbourne VIC 3001

Or fax to:
(03) 8688 5796
Transfer and acceptance of units
(PDF 55 KB)
Make a transfer request. AMP Capital
GPO Box 2780
Melbourne VIC 3001

Or fax to:
(03) 8688 5796
Notice of request for Tax File Number
(PDF 54 KB)
Notify us of your Tax File Number (TFN) or Australian Business Number (ABN). AMP Capital
GPO Box 2780
Melbourne VIC 3001

Or fax to:
(03) 8688 5796
Withdrawal Form - Direct Property Funds
(PDF 63 KB)
Make a withdrawal (Property Funds only). AMP Capital
GPO Box 2780
Melbourne VIC 3001

Or fax to:
(03) 8688 5796
Distribution election form - Direct Property Funds
(PDF 48 KB)
Change your distribution payment details (Property funds only). AMP Capital
GPO Box 2780
Melbourne VIC 3001

Or fax to:
(03) 8688 5796
Withdrawal cancellation form – Direct Property Funds
(PDF 56 KB)
Cancel your withdrawal request (Property Funds only). AMP Capital
GPO Box 2780
Melbourne VIC 3001

Or fax to:
(03) 8688 5796
Additional deposit form – Wholesale Investment Funds
(PDF 71 KB)
Make an additional investment. AMP Capital
GPO Box 2780
Melbourne VIC 3001
Wholesale withdrawal request – Managed Investment Funds
(PDF 56 KB)
Make a withdrawal.

Please note this form is not applicable to the Australian Property Fund or the Wholesale Australian Property Fund.
AMP Capital
GPO Box 2780
Melbourne VIC 3001

Or fax to:
(03) 8688 5796
Withdrawal request – Managed Investment Funds
(PDF 56 KB)
Make a withdrawal.

Please note this form is not applicable to the Australian Property Fund or the Wholesale Australian Property Fund.
AMP Capital
GPO Box 2780
Melbourne VIC 3001

Or fax to:
(03) 8688 5796


The information on this website does not take into account an investor's personal objectives, needs or financial situation. We suggest investors consider professional financial advice before investing.