For security reasons, investors must send Fundhost written instructions, signed by all signatories to the account, in order to change details. If you are changing your address or bank details, Fundhost MUST receive the original of this form by post.
PO Box N561
GROSVENOR PLACE NSW 1220
P: 02 8223 5400
Please click on the link below to open the form:
Investor Details Change Request Form
To change phone numbers or email addresses, you can send an email to:
email@example.com from an email address that we have on file. Otherwise you can complete and sign a change of details form.
Please remember to use your investor number to assist Fundhost. For any questions, please call Fundhost on 02 8223 5400
If you are a current investor in the Montgomery Global Equities Fund and want to update your details:
Link Market Services
Locked Bag A14
Sydney South NSW 1235
P: +61 1300 551 242 (toll free within Australia)
F: +61 2 9287 0303
When you visit the Link investor centre, you will need your Security Reference Number (SRN) or Holder Identification Number (HIN) to verify your identity. Your SRN/HIN is available on your holding/transaction and distribution statements.
Please log in to the Link Market Services Investor Centre: