The forms provided below are essential for the security of your investment details. If you need to make changes to your personal details or the way in which your investments are administered, GDA Securities Ltd requires these changes to be received in writing. The forms provided below are intended to make this process easier for you. If you have any questions in relation to these forms please contact us on 03 6234 4413.
Product Disclosure Statement (PDS) and Application Form
The GDA Diversified Property Trust is open to applications using this PDS dated 4 March 2019.
The flyer contains a summary of the Trust Including its performance and investment portfolio at 30 September 2019.
Plan (DRP) Form
If you wish to apply to reinvest your distributions, please complete this application form.
Change of Address Form
If your mailing address changes please complete this form so we can update your records.
Change of Bank Details Form
If your bank account details change, or you wish to have your distribution paid into a different account, please complete this form so we can update your records.
Change of Adviser Form
If you change your financial adviser, or your current financial advisor changes their details, please complete this form so we can update your records.
If any other details change that are not specifically addressed by one of the above forms please complete this form so we can update your records.
As transferring unlisted securities can be a complicated process please phone +61 3 6234 4413 or email firstname.lastname@example.org so we can help you complete the transfer of unit forms required.
Not Available On-line
Anti Money Laundering Client
These forms are used to provide GDA Securities with proof of identification documents for investors investing in GDA products as required by recent changes to legislaton. The appropriate form must be provided with all applications.
Trusts, Trustees and Self Managed Superannuation Funds