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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

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 TMD

Investments

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

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 TMD