Client Forms

Administrators  

 

Fund’s administered by Fundhost:

  • The Montgomery Fund
  • Montgomery Small Companies Fund
  • The Montgomery [Private] Fund 
  • Polen Capital Global Growth Fund
  • Polen Capital Global Small and Mid Cap Fund


For additional investment and redemption forms:

 Additional Investments
 Redemption Forms

A range of forms can be found at the unit registry website:

Fundhost Forms

Access the Fundhost online dashboard:
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Fund’s administered by One Registry Services:

  • Aura Private Credit Income Fund (previously the Aura High Yield SME Fund) 
  • Aura Core Income Fund


For additional investment and redemption forms:

 Additional Investments
 Redemption Forms

A range of forms can be found at the unit registry website:

One Registry Services Forms

Access the One Registry Services online dashboard:

Login

 

Fund’s administered by Apex:

  • Australian Eagle Trust Long Short Fund


For additional investment and redemption forms:

 Additional Investments
 Redemption Forms

Access the Apex online dashboard:

Login

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