1. Transaction Forms

Initial Application

Initial Application - Wholesale

Additional Investment Request

Regular Savings Plan Request

Withdrawal Request

Regular Withdrawal Plan Request

Transfer Ownership



2. Direct Debit Request - Service Agreement

Direct Debit Request
    (This is the Direct Debit Request Service Agreement. If you plan to set up a direct debit arrangement for a
    Maple-Brown Abbott Fund please read this agreement.)



3. Fax Instruction Authorisation

Fax Instruction Authorisation
    (This is a Fax Instruction Authorisation Request Form. Please use this form if you wish to send transaction
    requests via Fax.)



4. Update Your Account Details

Account Amendment
    (Use this form to change your personal contact details, bank account details or distribution option. You may also
    use this form to provide your Tax File Number (TFN), ABN, or to setup a New Account Signing Authority).
    Please note any non-financial details can be changed by logging into MBA Online.

Appointment of Authorised Representative
    (Use this form if you wish to appoint a person to act as your authorised representative and to operate investments
    on your behalf).



5. Adviser Forms

New Adviser Registration Request



6. Anti-Money Laundering Forms

If you are an Association, Partnership, Trust, Government Body, Registered Co-operative or Australian or Foreign Company please complete the relevant form below when making an Initial Application.

Customer Identification for Associations
Customer Identification for Partnerships and Partners
Customer Identification for Trusts and Trustees
Customer Identification for Government Bodies
Customer Identification for Registered Co-operatives
Customer Identification for Australian and Foreign Companies