<<Back You are here: Allan Gray / Advisers / PDS & Documents

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

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

PDS, Guides and Identification documents

Superannuation

Superannuation and Retirement PDSAdditional Information GuideInvestment Menu - Superannuation and RetirementInsurance GuideManaged Account PDSManaged Account Model Portfolio Guide - Superannuation and RetirementSuperannuation TMDManaged Account TMDFees Overview - Superannuation

Retirement

Superannuation and Retirement PDSAdditional Information GuideInvestment Menu – Superannuation and RetirementManaged Account PDSManaged Account Model Portfolio Guide - Superannuation and RetirementRetirement TMD - PensionRetirement TMD - TTRManaged Account TMDFees Overview - Retirement

Investments

Investments Service Guide and PDSInvestment Menu - InvestmentsManaged Account Model Portfolio Guide - InvestmentsInvestments TMDFees Overview - Investments

Click here to read the latest updates and changes to our products before you invest.