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PBF Unitholder Verification Form & Requirements

  • Writer: John Kevau
    John Kevau
  • Mar 18
  • 1 min read

Updated: Mar 24

To all our valued Unit Holders/Shareholders of the Pacific Balance Fund. The following are the requirements for lodgements made:



For Individual Unit Holders:

  • Complete PBF Unitholder Verification form

  • Formal Letter addressed to Management for application lodged.

  • PBF Certificate

  • 2x Valid ID

  • 6 months Bank Statement

  • State Declaration Form

For transfers of Units from deceased accounts:

  • Complete Unitholders verification form

  • Complete Unit Holder update form for Next of Kin Information

  • Formal Letter addressed to Management for application lodged.

  • Death Certificate

  • PBF Certificate

  • 2x Valid ID for both deceased and next of kin.

  • 6 months Bank statement

  • State Declaration form

  • Public Curators Authority letter of Share Transfers

We appreciate your cooperation and look forward to collaborating with you.

 

Sincerely,

Weathermen Capital Advisors Ltd.

Trustee of Pacific Balanced Fund.

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