Manage My Investments

Instructions for increasing or closing

your investments with Montgomery

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Increasing Your Investment

If you are a current investor, please use the online additional investment form to make an additional investment:

The online forms will advise the correct banking details for electronic funds transfer or who to make the cheque payable to. Once your funds have been received, Fundhost will send confirmation of your additional units. For any questions, please call Fundhost on 02 8223 5400.

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

 

Redeeming Your Investment

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

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