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Forms & Documents for Advisers

Forms for financial advisers and dealer groups for investments in the Allan Gray Managed Funds

Financial adviser registration formDealer group registration form

Allan Gray Australia Equity Fund (Class A)Allan Gray Australia Equity Fund (Class B)Allan Gray Australia Balanced FundAllan Gray Australia Stable FundInformation Booklet

Target Market Determinations (TMD)

Allan Gray Australia Equity Fund (Class A) TMDAllan Gray Australia Equity Fund (Class B) TMDAllan Gray Australia Balanced Fund TMDAllan Gray Australia Stable Fund TMD

Important information to read with the PDS and TMD

Direct debit request service agreementAllan Gray Online terms and conditions

Identification documents

Individuals and sole tradersCompaniesTrust and trusteesHow to get your documents certified

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