Tools & Resources

Forms and Documents

Please see below for access to key investor forms, documents and other information.

Simply Swipe to obtain further table informatin

  Resource Files
Customer ID Form - Australian Companies (Nikko Global Funds, Yarra Australian Bond Fund, Yarra Growth Fund) PDF
Customer ID Form - Individuals and Sole Traders (Nikko Global Funds, Yarra Australian Bond Fund, Yarra Growth Fund) PDF
Customer ID Form - Regulated Trusts (Nikko Global Funds, Yarra Australian Bond Fund, Yarra Growth Fund) PDF
Customer ID Form - Unregulated trusts and Foreign Trusts (Nikko Global Funds, Yarra Australian Bond Fund, Yarra Growth Fund) PDF
Yarra Portal Setup Form PDF
Certifying Your Documents PDF
Important Notice for Investors - AMIT PDF
Transaction Costs and Buy/Sell Spreads (Nikko Global Funds, Yarra Australian Bond Fund, Yarra Growth Fund) PDF
Outstanding Payments Form PDF
Understanding your Return and Fees Summary PDF
Withdrawal Form (Nikko Global Funds, Yarra Australian Bond Fund) PDF
Withdrawal Form (Yarra Growth Fund) PDF
Withdrawal Form (Yarra Market Neutral Fund) PDF
Withdrawal Form (All other funds) PDF
Change of Distribution Preference Form (Nikko Global Funds, Yarra Australian Bond Fund) PDF
Change of Distribution Preference Form (Yarra Growth Fund) PDF
Change of Contact Details Form (Nikko Global Funds, Yarra Australian Bond Fund, Yarra Growth Fund) PDF
Change of Details Incl. Distribution Preference Form (All other funds) PDF
Change of Nominated Financial Institution Account Form (Nikko Global Funds, Yarra Australian Bond Fund, Yarra Growth Fund) PDF
Transfer Form (Nikko Global Funds, Yarra Australian Bond Fund) PDF
Transfer Form (Yarra Growth Fund) PDF
Tax Status Declaration - Individuals (Nikko Global Funds, Yarra Australian Bond Fund, Yarra Growth Fund) PDF
Tax Status Declaration - Entities (Nikko Global Funds, Yarra Australian Bond Fund, Yarra Growth Fund) PDF