| Objective | Relevant Forms | PDF Download |
|---|---|---|
Invest with Us | Application Form - Individuals
Application Form - Individuals- UBS Private Equity Evergreen Secondary Fund Application Form - SMSF-UBS Private Equity Evergreen Secondary Fund Application Form – Trusts and Companies-UBS Private Equity Evergreen Secondary Fund Additional Application Form-UBS Private Equity Evergreen Secondary Fund |
|
Transfer Fund Ownership | Transfer Request Form | |
Switch Investment Between Funds | Switch Request Form | |
Make a Redemption | Redemption Request Form | |
Change or Update of Investor Details | Change of Details Form | |
Provide Tax Information | Tax Information Form | |
Update TFN, ABN or Exceptions | TFN and ABN Exemptions Form | |
Appoint, Change or Cancel a Financial Adviser | Appoint, Change or Cancel Financial Adviser Form | |
By Mail: UBS Asset Management (Australia) Ltd
C/- State Street Australia Limited - Unit Registry
Level 14, 420 George Street Sydney NSW 2000