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Aspen Funds Management Forms and Policies

General Forms:
  • Aspen Parks Property Fund
  • Aspen Diversified Property Fund
  • Aspen Parks Wholesale Fund
    		•  Change of Bank Details, Distribution Election and Tax File Notification
    (PDF - 314KB)
    Change of Details and Address(PDF - 299KB)
    Change of Financial Adviser(PDF - 275KB)
    Transfer Form(PDF - 290KB)
    Investor Identification Information Forms (AML/CTF)(PDF - 311KB)
    Distribution Reinvestment Cancellation (Parks Only)(PDF - 231KB)
     
    Aspen Hardship Application form: Aspen Parks Property Fund - Hardship Form( PDF - 87KB)
     
    Withdrawal Offer (Annual): Aspen Parks Withdrawal Offer Policy(PDF - 58KB)
     
    Registry Investor Services: Aspen Funds Management Investor Services
    Telephone: 1800 220 840


    The forms above are for Aspen Funds Management Investors only. The forms above are not suitable for clients who hold shares in listed stock, Aspen Group Ltd (APZ). Investors with APZ shares should contact the Shareholder Registry, Link Market Services Limited on 1300 554 474 or www.linkmarketservices.com.au.


    General Policies: Aspen Funds Management Conflict of Interest Policy( PDF - 68KB)
    Distribution Reinvestment Plan Rules( PDF - 80KB)
    Direct Debit Service Agreement (Parks Only)( PDF - 78KB)
    Related Party Policy( PDF - 23KB)
    Continual Disclosure Policy( PDF - 35KB)

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