Help Centre

Frequently asked questions and other supporting information

Investing with Us
Useful Forms

Change of model allocations

To change the allocation of your investments across portfolios within your Professionally Managed Account, please complete the form below, sign and email it back to us at  

If you have any problems or would like to talk to someone please call us on 1300 880 160.

Change of Model Allocation

Model Allocation Changes Request Use this form to change your Model Allocation Download this form
Get in touch
Can't find what you are looking for? Contact support.