Servicing 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.

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.

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

Forms for:

  • AMP Capital Australian Equity Concentrated Fund
  • AMP Capital Australian Equity Opportunities Fund
  • AMP Capital Corporate Bond Fund
  • AMP Capital Core Infrastructure Fund
  • AMP Capital Core Property Fund
  • AMP Capital Dynamic Markets Fund
  • AMP Capital Equity Income Generator
  • AMP Capital Global Infrastructure Securities Fund (Hedged)
  • AMP Capital Global Infrastructure Securities Fund (Unhedged)
  • AMP Capital Global Property Securities Fund
  • AMP Capital Income Generator Fund
  • AMP Capital Multi-Asset Fund
  • AMP Capital Sustainable Share Fund

 

Form Use this form to Send to Download
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)

How to Invest
Change my personal details Tell us about changes to your name, address, email, or telephone number.

AMP Capital

Reply Paid 125

Parramatta NSW 2124

(no stamp required)

Changing Your Personal Details

(PDF 93 KB)

Change my distribution payment details Tell us where you want your distributions paid.

AMP Capital

Reply Paid 125

Parramatta NSW 2124

(no stamp required)

Changing Your Distribution Payment Details

(PDF 86 KB)

Make a withdrawal 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)

Withdrawal Request

(PDF 81 KB)

Appoint or change your financial adviser
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)

Authorisation for Change of Servicing Adviser

(PDF 98 KB)

Change your personalised fee structure 
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)

Changing Your Personalised Fee Structure

(PDF 93 KB)

Notify for my tax file number or Australian business number
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)

Tax File Number (TFN) and Australian Business Number (ABN) Notification

(PDF 74 KB)

Make a transfer request 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)

Australian Standard Transfer Form

(PDF 149 KB)

Application Forms Make an application

AMP Capital

Reply Paid 125

Parramatta NSW 2124

(no stamp required)

AMP Capital Income Generator

AMP Capital Core Property

Personal Investors (application form for all other funds)

NMFM unit trust funds (retail and wholesale)

Forms for:

  • Australian Property Fund
  • Cash Management Trust
  • Wholesale Australian Equity - Value Fund
  • Wholesale Australian Property Fund
  • Wholesale Cash Management Trust
  • Wholesale Global Diversified Yield Fund
  • Wholesale Global Equity - Growth Fund
  • Wholesale Global Equity - Value Fund

 

Form Use this form to Send to Download
Change of details
Change your personal details and change your distribution payment details.

AMP Capital

GPO Box 2780

Melbourne VIC 3001

 

Or fax to:

(03) 8688 5796

Change of Details

(PDF 50 KB)

Transfer and acceptance of units
Make a transfer request.

AMP Capital

GPO Box 2780

Melbourne VIC 3001

 

Or fax to:

(03) 8688 5796

Transfer and Acceptance of Units

(PDF 55 KB)

Notice of request for Tax File Number
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

Notice of Request for Tax File Number

(PDF 54 KB)

Withdrawal Form - Direct Property Funds
Make a withdrawal (Property Funds only).

AMP Capital

GPO Box 2780

Melbourne VIC 3001

 

Or fax to:

(03) 8688 5796

Withdrawal Form - Direct Property Funds

(PDF 63 KB)

Distribution election form - Direct Property Funds
Change your distribution payment details (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)

Withdrawal cancellation form – Direct Property Funds
Cancel your withdrawal request (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)

Additional deposit form – Wholesale Investment Funds
Make an additional investment.

AMP Capital

GPO Box 2780

Melbourne VIC 3001

 

Or fax to:

(03) 8688 5796

Additional Deposit Form – Wholesale Investment Funds

(PDF 71 KB)

Wholesale withdrawal request – Managed Investment Funds

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

Wholesale Withdrawal Request – Managed Investment Funds

(PDF 56 KB)

Withdrawal request – Managed Investment Funds

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)

Application Forms Make an application

AMP Capital

GPO Box 2780

Melbourne

VIC 3001

 

Or fax to:

(03) 8688 5796

Australian Property Fund

 

Wholesale Australian Property Fund

 

NMFM Wholesale Investment Funds - For

  • Wholesale Cash Management Trust,
  • Wholesale Global Equity - Growth Fund
  • Wholesale Global Equity - Value Fund
  • Wholesale Australian Equity Value Fund

Important notes

While every care has been taken in the preparation of this information contained in this website, neither AMP Capital Investors Limited (ABN 59 001 777 591)(AFSL 232497) nor any member of the AMP Group make any representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This content has been prepared for the purpose of providing general information only, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of the information on this website, and seek professional advice, having regard to their objectives, financial situation and needs. Content sourced from Cuffelinks and Livewire does not represent the views of AMP Capital or any member of the AMP Group. All information on this website is subject to change without notice. 

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