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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

Forms to register for Allan Gray Superannuation, Investments and Retirement Solutions

Allan Gray Solutions Financial
adviser registration formAllan Gray Solutions
Dealer group registration form

For Australian Investors

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

For New Zealand Investors

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

Important information to read with the PDS

Direct debit request service agreementAllan Gray Online terms and conditionsInformation Booklet

Identification documents

Individuals and sole tradersCompaniesTrust and trusteesHow to get your documents certified

PDS, Guides and Identification documents

Superannuation

Allan Gray Superannuation PDS for clients with advisersAdditional Information Guide for clients with advisersInvestment MenuInvestment GuideInsurance Guide

Investments

Allan Gray Investments Service Guide for clients with advisersInvestment MenuAllan Gray Investment Managed Account Model Portfolio Guide

Retirement

Allan Gray Retirement PDS for clients with advisersAdditional Information Guide for clients with advisersInvestment MenuInvestment Guide for clients with advisers