Investa

Investa Diversified Office Fund

Forms

You can change contact and other details by:

• downloading the relevant form
• completing and signing the form
• sending it to Registries at:
  Registries (Victoria) Pty Limited
  GPO Box 3993
  Sydney NSW 2001

• Transferring units (to a willing purchaser)
• Changing address
• Direct credit details
• TFN, ABN or exemption details
• Changing your surname
• Financial adviser details
• Annual report election
• Consolidate your holdings
• Communication Preferences

Deceased estates

(follow one of the following options)

1. Deceased had sole title of the holding
   • If the investment is being transferred to the name of the Executor, complete a transmission application form, except where Executor and Beneficiary are one and the same, in which case complete a standard transfer form.
   • If, instead, the investment is being transferred to the name of a beneficiary, complete a standard transfer form.
   • Supply us with a certified copy of the Grant of Probate or Letters of Administration.
   • If the Grant of Probate or Letters of Administration have been issued other than in Victoria, then complete a section 1071B statement.
2. Deceased had joint title of the holding
   • Complete the register surviving holders form.
   • Supply us with a certified copy of the death certificate.
3. Small estates
   • In some states, it is possible to obtain a Grant of Probate for small estates without the need for the usual full legal requirements. e.g. in Victoria for estates under A$25,000. In this case, complete the small estate statement and indemnity form.
   • Supply us with death certificate and will (to establish the identity of Executors).

Other information

Look up your holdings real-time on Registries Limited website (you need your username and PIN)