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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

Superannuation and Retirement PDS for clients with advisersAdditional Information Guide for clients with advisersInvestment Menu - Superannuation and Retirement Insurance GuideManaged Account PDSManaged Account Model Portfolio Guide - Superannuation and Retirement

Investments

Investments Service Guide and PDS for clients with advisersInvestment Menu - InvestmentsManaged Account Model Portfolio Guide - Investments

Retirement

Superannuation and Retirement PDS for clients with advisersAdditional Information Guide for clients with advisersInvestment Menu – Superannuation and RetirementManaged Account PDSManaged Account Model Portfolio Guide - Superannuation and Retirement