Forms
For easy access to all of the forms relating to AMP Capital products, start here. Based on the product 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, or you can download a PDS online.
Forms for Personal Investors (Off-platform Class H)
The forms below are applicable for Asian Equity Growth Fund, Core Infrastructure Fund, Core Property Fund, Corporate Bond Fund, Enhanced Yield Fund, Global Infrastructure Securities Fund (Hedged), Global Infrastructure Securities Fund (Unhedged), Global Property Securities Fund, Small Companies Fund and Sustainable Share Fund.
| I want to | Use this form to | Send to |
|---|---|---|
| Make an additional or regular investments | Make an additional or regular investment. Complete an application form in the PDS. You can request the PDS in two ways:
|
AMP Capital Reply Paid 125 Parramatta NSW 2124 (no stamp required) |
| Change my personal details (PDF 127 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 129 KB) |
Tell us where you want your distributions paid. |
AMP Capital Reply Paid 125 Parramatta NSW 2124 (no stamp required) |
| Make a withdrawal (PDF 100 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 106 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 106 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 101 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 150 KB) |
To transfer units to another individual or business you will need to complete the Australian Standard Transfer form. Please note that stamp duty may be incurred when units are transferred. |
NSW Office of State Revenue GPO Box 4042 Sydney NSW 2001 |
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.