Get Change Of Details Form - Balmain Trilogy

Filling out the Change Of Details Form for Balmain Trilogy is a straightforward process that allows you to update your personal information conveniently online. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to complete your Change Of Details Form.

1. Click the ‘Get Form’ button to access the Change Of Details Form and open it in your preferred online editor.
2. Begin by entering your Investor Number in the designated field to ensure your details correspond with your records held by Balmain Trilogy.
3. Next, provide your Tax File Number(s) in the appropriate section, ensuring that you include all relevant numbers if applicable.
4. Fill in the names of the individuals or the entity. This could be an individual’s name or the name of a company, superannuation fund, estate, club, trust, or partnership, as applicable.
5. For organisations, enter the Australian Business Number (ABN) to validate the business entity.
6. Input your postal address, including the street address, suburb, state, and postcode, ensuring all information is accurate for correspondence.
7. If your residential address differs from your postal address, please fill in the required details for the residential address, mirroring the postal format.
8. In the contact details section, provide your home phone, work phone, fax number, email address, and mobile number to maintain open lines of communication.
9. Complete the bank account details section by entering your account name, bank name, account number, branch, and BSB. This is vital for any transactions or distributions.
10. Choose the operating authority. Indicate whether any unitholder or both unitholders have the authority to manage the account.
11. Select your communication preferences for investor communication and annual reports, indicating whether you prefer to receive them by post or email.
12. Lastly, both authorised signatories need to sign and enter the date in the spaces provided at the bottom of the form.
13. Once completed, save the changes, then download, print, or share the form as needed. Be sure to send the completed form to Trilogy Funds at the provided address.

Take action now and complete your Change Of Details Form online to ensure your information is up to date.