Forms
Download application, redemption, transfer requests and more forms here.
Investors may use the following forms or write to us with their requests. Written requests should be signed by an authorised signatory as nominated on the application form.
Objective | Objective | Relevant Forms | Relevant Forms | PDF Download | PDF Download |
|---|---|---|---|---|---|
Objective | Invest with Us | Relevant Forms | Application Form - Individuals
Application Form - Individuals- UBS Private Equity Evergreen Secondary Fund Application Form - SMSF-UBS Private Equity Evergreen Secondary Fund Application Form – Trusts and Companies-UBS Private Equity Evergreen Secondary Fund Additional Application Form-UBS Private Equity Evergreen Secondary Fund | PDF Download |
|
Objective | Transfer Fund Ownership | Relevant Forms | Transfer Request Form | PDF Download | |
Objective | Switch Investment Between Funds | Relevant Forms | Switch Request Form | PDF Download | |
Objective | Make a Redemption | Relevant Forms | Redemption Request Form | PDF Download | |
Objective | Change or Update of Investor Details | Relevant Forms | Change of Details Form | PDF Download | |
Objective | Provide Tax Information | Relevant Forms | Tax Information Form | PDF Download | |
Objective | Update TFN, ABN or Exceptions | Relevant Forms | TFN and ABN Exemptions Form | PDF Download | |
Objective | Appoint, Change or Cancel a Financial Adviser | Relevant Forms | Appoint, Change or Cancel Financial Adviser Form | PDF Download | |
By Mail: UBS Asset Management (Australia) Ltd
GPO Box 804
Melbourne VIC 3001
