Unitholder Services

Unitholders

If you are a unit holder in one of the Managed Investments Schemes or Wholesale Investment Trusts that we look after, you can contact us in relation to your unit holding to:

  • Enquire about the value of your investments and your unit holding
  • Seek assistance in completing application form or other forms including what documents to supply with your application to satisfy Know Your Customer checks (‘KYC checks’) under Anti-Money Laundering Law and completion of FATCA/CRS form
  • Update your personal details
  • Request a copy of your transaction confirmation, periodic or annual transaction statement, distribution statement or annual tax statement

Link Fund Solutions
Unitholder Services

PO Box 5482, Sydney NSW 2001

Email: LFS_registry@linkgroup.com
Phone: +61 2 9547 4311
Fax: + 61 2 9221 1194

Online services

Click below to access Link Fund Solutions Online Services to view your transactions, latest unit price and statements.

Online Services Login

For our Online Services terms and conditions please click here.

Forms

Click on the links below to download the forms in pdf. Note you’ll need a pdf viewer to view these files; you can download free version of Adobe Reader here.