Forms and resources

Investors use this form to apply for the Generation Life Tax Effective Equity Income Fund - Retail Class.

Financial Advisers use this form to apply for the Generation Life Tax Effective Equity Income Fund - Retail Class.

Investors use this form to apply for the Generation Life Tax Effective Equity Income Fund - Wholesale Class D.

Financial Advisers use this form to apply for the Generation Life Tax Effective Equity Income Fund - Wholesale Class D.

Product Disclosure Statement ('PDS') for Generation Life Tax Effective Equity Income Fund - Retail Class dated 13 July 2021.

Product Disclosure Statement ('PDS') for the Generation Life Tax Effective Equity Income Fund - Wholesale Class D dated 13 July 2021.

The US Foreign Account Tax Compliance Act (FATCA) requires us to collect certain information about each investor's US person status and FATCA classification.

Financial Services Guide

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Completing proof of identity information

Use this form if you want to appoint or remove an Adviser Representative.

Use this form to change your contact details.

Use this form to nominate or update your beneficiaries.

Use this form to nominate or update your future event transfer nominees.

Use this form to establish or cancel a regular payment instruction for your investment.

Use this form to commence, change or cancel a Regular Savings Plan or automatic escalation facility.

Use this form to transfer ownership of your investment.

Use this form to make a full or partial withdrawal from your investment.

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