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Change of fund name service form Complete and return to documentservices@heffron.com.au or mail to PO Box 200 Maitland NSW 2320. Our service includes (Tick whichever is applicable): Change of Fund

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How to fill out change of fund name

01

Obtain the necessary form for changing the fund name from the respective financial institution or service provider

02

Fill out the form with the current fund name and the desired new fund name

03

Provide any supporting documentation that may be required by the institution, such as proof of ownership or authorization

04

Submit the completed form and documentation to the designated department or contact person at the financial institution

05

Wait for confirmation from the institution regarding the approval of the fund name change

Who needs change of fund name?

01

Investors or account holders who have a specific reason or need to change the name of their investment fund

02

Financial institutions or service providers who have been instructed by the fund owner or governing body to change the name of the fund

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What is change of fund name?

Change of fund name is the process of updating the name of a fund.

Who is required to file change of fund name?

Any organization or individual managing a fund that wishes to change its name is required to file a change of fund name.

How to fill out change of fund name?

To fill out a change of fund name, the organization or individual must submit a formal request to the appropriate regulatory agency along with documentation supporting the name change.

What is the purpose of change of fund name?

The purpose of change of fund name is to ensure accuracy and transparency in the management of funds.

What information must be reported on change of fund name?

The information that must be reported on a change of fund name includes the current name of the fund, the proposed new name, and the reason for the name change.

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