Request a Change of Details with Fundhost

Fund’s administered by Fundhost:

• The Montgomery Fund
• Montgomery Small Companies Fund
• The Montgomery [Private] Fund
• Polen Capital Global Growth Fund
• Polen Capital Global Small and Mid Cap Fund

To change your email, phone number or address you can use one of the below methods:

You can log in to the Fundhost portal and update your details directly in there.
Access Fundhost client log in.

You can send an email to:
admin@fundhost.com.au from an email address that we have on file. Otherwise you can complete and sign a change of details form.

Please click on the link below to open the form:

Investor Details Change Request Form

Please remember to use your investor number to assist Fundhost. For any questions, please call Fundhost on 02 8223 5400 

To change your bank account or distribution preference:

For security reasons, investors must send Fundhost written instructions, signed by all signatories to the account, in order to change these details. You can send the Change of Details Request by post, fax or email.

Please note, if you are changing your bank details, Fundhost need to receive the original of this form by post.

Please click on the link below to open the form:

Investor Details Change Request Form

Fundhost Limited
PO Box N561
GROSVENOR PLACE NSW 1220
E: admin@fundhost.com.au
P: 02 8223 5400

Request a Change of Details with One Registry Services

Fund’s administered by One Registry Services:

• Aura High Yield SME Fund
• Aura Core Income Fund

For security reasons, investors must send One Registry Services written instructions, signed by all signatories to the account, in order to change details. You can send the Change of Details Request by post, fax or email.  

One Registry Services Pty Ltd
PO Box R1479
Royal Exchange NSW 1225
E: info@oneregistryservices.com.au
P: 02 8188 1510
 
Please click on the link below to open the form:

Investor Details Change Request Form

For any questions, please call One Registry Services on 02 8188 1510

Request a Change of Details with Apex

Fund’s administered by Apex:

• Australian Eagle Trust Long Short Fund

For security reasons, investors must send Apex written instructions, signed by all signatories to the account, in order to change details. You can send the Change of Details Request by post, fax or email.  

Apex Fund Services Pty Ltd
Attention: Unit Registry
GPO Box 4968
Sydney NSW 2000
E: registry@apexgroup.com
P: 1300 133 451
 
Please click on the link below to open the form:

Investor Details Change Request Form

For any questions, please call Apex on 1300 133 451