Forms &
Documents

For security reasons, investors must send Fundhost written instructions, signed by all signatories to the account, in order to change details.

Important Documents

CRS FAQs
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CRS Definitions & Key Terms
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Tax Declaration Form – Individual
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Tax Declaration Form – Entity
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Investor Detail Change Request
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Investor Redemption Request
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Adviser Contact Form
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Fundhost Financial Services Guide
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To change phone numbers or email addresses, you can send an email to us at admin@fundhost.com.au from an email address that we have on file. Otherwise, you can complete and sign a change of details form. Forms are provided to partially or fully redeem an investment, add or change adviser details or to change account details, such as address, bank account or your distribution preference.

Fundhost

Investment Fund Services

We are a leading integrated boutique responsible entity and fund administrator. Discover more about our services for Investment Managers.

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