Investor Forms

Investor Change of Details Form

Investor Electronic Communications and Fax Authority Form

Investor Tax File Number Declaration Form

 

Adviser Forms

Adviser Registration Form

Adviser Change of Details Form

Marketing Materials Order Form

 

Dealer Group Forms

Dealer Group Registration Form

Dealer Group Change of Details Form

Dealer Group Fax Authority Form

 

AML/CTF Forms

AML Notice - Direct Clients

Government Bodies

Individual

Partnerships

Registered Co-operatives

Trusts

Companies

Sole Trader

Associations

 

Off-Market Transfers

With the exception of Lachlan Farming Limited (see below), RFM investments are registered in Western Australia and are not subject to Stamp Duty assessment.

Transfer Instructions, Off-Market Transfer Form (Standard) and New Investor (Transfer) Form

 

Lachlan Farming Limited Off-Market Transfers

As Lachlan Farming Limited (LFL) is a company registered in the ACT, its shares are subject to stamp duty assessment. Please refer to the following forms.

Transfer Instructions, Off-Market Transfer Form (LFL) and New Investor (Transfer) Form

ACT Revenue Transfer of Unlisted Shares or Units Lodgement Form

 

NOTE: Additional documentation is required by ACT Revenue if the transfer does not involve a change of beneficial owner. Below are templates for statutory declarations which may assist you.

Statutory Declaration Template (Trustee to Trustee)

Statutory Declaration Template (Custodian to Trustee)

Statutory Declaration Template (Trustee to Custodian)

 

If you have any questions please contact Investor Services.

 

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