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


CRS Definitions & Key Terms

Tax Declaration Form – Individual

Tax Declaration Form – Entity

Download – Investor Detail Change Request

Download – Investor Redemption Request

Download – Adviser Contact Form

Fundhost Financial Services Guide


To change phone numbers or email addresses, you can send an email to us at 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.