Forms

This section gives you easy access to forms relating to our Funds. Below you will find a list of specific forms to help you 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 mailing address provided next to each form.

Get the forms for our following funds:

  • China Fund
  • China Fund 2
  • Core Infrastructure Fund
  • Core Property Fund
  • Enhanced Yield Fund
  • Global Property Securities Fund
  • Small Companies Fund
  • Sustainable Share Fund

Forms for China Fund

Forms
Use this form to
Send this form to

Change of Address

(Change my personal details PDF, 18.6Kb)

To notify us of a change of your address.
AMP Capital Investors
PO Box 20043 World Square,
NSW 2002

Make a withdrawal

(Change my personal details PDF, 19.1Kb)

To tell us how much you want to withdraw (full or partial) from the Fund.

You can also specify where we pay your withdrawal.
AMP Capital Investors
PO Box 20043 World Square,
NSW 2002

 

Forms for China Fund 2

Forms
Use this form to
Send this form to

Change of Address

(Change my personal details PDF, 18.6Kb)

To notify us of a change of your address.
AMP Capital Investors
PO Box 20043 World Square,
NSW 2002

Make a withdrawal

(Change my personal details PDF, 19.1Kb)

To tell us how much you want to withdraw (full or partial) from the Fund.

You can also specify where we pay your withdrawal.
AMP Capital Investors
PO Box 20043 World Square,
NSW 2002

 

Forms for Core Infrastructure Fund, Core Property Fund, Enhanced Yield Fund, Global Property Securities Fund, Small Companies Fund and Sustainable Share Fund

Forms
Use this form to
Send this form to
Product Disclosure Statements

To invest with AMP Capital Investors, all you need to do is complete the application form found in the relevant Product Disclosure Statements (PDS). Then send your application to us with your initial investment amount. Please note the minimum investment for each fund is $30,000.

The PDS also contains helpful information to guide you through the application process. You can request the PDS in two ways:

  • It can be mailed to you directly,
  • Or you can download a PDS online.

AMP Capital Investors
Reply Paid 125
Parramatta NSW 2124
(no stamp required)

Additional or regular investments

To make an additional investment or set up a regular investment plan at any time. Please note investment minimums apply.
All you need to do is complete an application form in the PDS. You can request the PDS in two ways:

  • It can be mailed to you directly,
  • Or you can download a PDS online.

AMP Capital Investors
Reply Paid 125
Parramatta NSW 2124
(no stamp required)

Change my personal details

(Change my personal details PDF, 40Kb)

To tell us about changes to your name, address, email, or telephone number.

AMP Capital Investors
Reply Paid 125
Parramatta NSW 2124
(no stamp required)

Change my distribution payment details

(Change my personal details PDF, 37Kb)

To tell us where you want your distributions paid.
AMP Capital Investors
Reply Paid 125
Parramatta NSW 2124
(no stamp required)

Make a withdrawal

(Change my personal details PDF,  38Kb)

To 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 Investors
Reply Paid 125
Parramatta NSW 2124
(no stamp required)

Appoint a nominated representative

(Change my personal details PDF,  37Kb)

To appoint a nominated representative simply complete a Nominated representative form. A nominated representative may act on your behalf in relation to your investment and can undertake most of the transactions available to you.

AMP Capital Investors
Reply Paid 125
Parramatta NSW 2124
(no stamp required)

Tax file number or Australian business number notification

(Change my personal details PDF,  35Kb)

To give us your tax file number or Australian business number you will need to complete the Tax File Number notification or Australian business number form.

AMP Capital Investors
Reply Paid 125
Parramatta NSW 2124
(no stamp required)

Make a transfer request

(Change my personal details PDF,  103Kb)

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.

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