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Frequently asked questions and other supporting information

Investing with Us
Useful Forms

Withdrawal Request

To make a whole or partial withdrawal from 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.

Withdrawal Requests

Partial Withdrawal Request Use this form to make a Partial Cash Withdrawal from your SMA Download this form
Full Withdrawal Request (Account Closure) Use this form to Close your account and make a Full Withdrawal Download this form
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