Manage My Investments

Instructions for increasing or closing

your investments with Montgomery

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Increasing Your Investment

Fund’s administered by Fundhost:

If you are a current investor, you can make a form-free additional investment via EFT or BPAY. Please see the below links for instructions for each Fund.

Once you have transferred the funds to the application account you will receive confirmation via Fundhost. For any questions, please call Fundhost on 02 8223 5400.

Fund’s administered by One Registry Services:


Prior to making the decision to invest, you should consider the Fund's Product Disclosure Statement or Information Memorandum and review the specific characteristics and risks of the Fund in which you are applying to invest.

 

Redeeming Your Investment

Fund’s administered by Fundhost:

To redeem your holding, simply fill out the form and have it signed by the relevant signatory on the account. If Fundhost are paying to a bank account they have on file, they can accept a faxed or scanned copy of the redemption request. If not, then you need to return the original to the below address:

Fundhost Ltd.
PO Box N561
GROSVENOR PLACE NSW 1220

Click below to download:
Redemption Request Form

E: admin@fundhost.com.au
For any questions, please call Fundhost on 02 8223 5400

Fund’s administered by One Registry Services (Aura High Yield SME Fund): 

To redeem your holding, simply fill out the form and have it signed by the relevant signatory on the account. One Registry Services can accept a scanned copy of the withdrawal request. 

Click below to download:
Withdrawal Request Form

E: info@oneregistryservices.com.au

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