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