How do I Appoint or Change my Financial Advisor?

To add, change or remove a Financial Advisor on your investment:

• Log in to your Investor Portal, locate your desired investment, click on “my details” then "Financial Advisor". Follow the on-screen instructions to provide the necessary information. Ensure you have entered the correct details by selecting "Review and Save" followed by "Save Profile" if the details you have entered are correct.  
• Complete a Appoint or Change my Financial Advisor form: Please ensure you have provided the holder number (either the Securityholder Reference Number or the Holder Identification Number) on the form and have signed the form correctly.

Once the form has be en completed and signed, please return the form to our office via email or post.