Manage My Investments

Instructions for increasing or closing

your investments with Montgomery


Increasing Your Investment

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.

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

Click below to download:
Redemption Request Form

For any questions, please call Fundhost on 02 8223 5400

Our Private Office

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