Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: Description: unit-registry-services-and-fund-administration-white-outsourcing

 

 

 

 

 

 

 

ACCOUNTING, INVESTMENT ADMINISTRATION & CUSTODIAL SERVICES

 

Unit Holder Resources

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If you are a unit holder in one of the Managed Investments Schemes or Wholesale Investment Trusts that we look after you can contact us in relation to your unit holding to:

®      Enquire about the value of your investments and your unit holding

®      Seek assistance in completing application form or other forms including what documents to supply with your application to satisfy Know Your Customer checks (‘KYC checks’) under Anti-Money Laundering Law and completion of FATCA form

®      Update your contact details including bank details

®      Request a copy of your transaction confirmation, periodic or annual transaction statement, distribution statement or annual tax statement

 

 

Online Services

Click below to access White Outsourcing Online Services to view your transactions, latest unit price and statements. For our Online Services terms and conditions please click here.

 

 

Please contact us or your fund manager to confirm whether your fund is accessible via online services and to set up your user access.

 

Forms

Click on the links below to download the forms in pdf.  Note you’ll need a pdf viewer to view these files; you can download free version of Adobe Reader here. 

 

®      Change of contact details

®        Change of banking details

®        Change of distribution option

®        Change of signatories

®        Notification of TFN / ABN or tax status

®        Additional application for investment

®        Redemption request

 

For additional requests or information please contact our registry team on below contacts during business hours.

 

 

Registry Contacts

 

Email

 

registry@whiteoutsourcing.com.au

 

Phone

 

+61 2 8262 2800

 

Fax

 

+61 2 9221 1194

 

Postal Address

 

GPO Box 5482

Sydney NSW 2001

 

Office

 

Level 3, 99 Bathurst Street

Sydney NSW 2000

 

 

If you are interested in our services, please submit a service request questionnaire or click on the contact us link.

 

 

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