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The fastest way to update and manage your holding is to register now for Online Services.

Unitholders in unlisted funds and their advisors should log into the website provided in your welcome letter. If you have lost this information please contact investor services using the telephone number on your most recent statement.

Forms

Please refer to the Investor Centre to view and update your holdings online.

Holding Management

Retail Investors

Name Correction
Off Market Transfer Form
Off Market Transfer Payment
Merge Multiple Holdings
Appointment of Corporate Representation
Minor(s) Statement and Indemnity
Letter of Authority
Request for Additional Information

Institutional Investors

Change of Address
Name Correction
Tax File or Australian Business Number Notification
Cancel Reinvestment Plan
Request for Direct Credit of Payments
Off Market Transfer Form
Off Market Transfer Payment
Merge Multiple Holdings
Appointment of Corporate Representation
Minor(s) Statement and Indemnity
Letter of Authority
Request for Additional Information
Estate Administration
Deceased Estate Supporting Documentation for Individual and Joint Holdings
Estate Administration Service
Deceased Estate Securities Administration Questionnaire - Individual Holding
Deceased Estate Securities Administration Questionnaire - Joint Holding
Request for Transmission (Surviving Joint Holder)
Transmission Application
Deceased Estate Transfer Form

For guidance on what Link's requirements are for transferring securities, please click here

Section 1071B Statement
Small Estates Statement and Indemnity
Statutory Declaration and Indemnity Next of Kin
Statutory Declaration Name Correction for Estate
AML/CTF Investor Identification Information Form for Deceased Estates
Request for Additional Estate Holding Information
FATCA/CRS & AML/CTF
FATCA/CRS Form
AML/CTF Investor Identification Information Form for Individuals and Companies
AML/CTF Investor Identification Information Form for all Other Investors
AML/CTF Investor Identification Form for State and Public Trustees
Fixed Interest/Debt Securities
NSW Treasury Corporation AML/CTF Investor Identification Information Form
SA Govt Financing Authority (SAFA) AML/CTF Investor Identification Information Form
Unlisted Funds
Change of contact details
Change of banking details
Change of distribution option
Change of adviser
Additional application for investment
Redemption request
CRS Self Certification Form
FATCA & CRS Self Certification Form
CRS FAQs
Transfer Form Link

Part of Link Group | Corporate Markets