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Change of Fund name Complete this form and return to documentservices@heffron.com.au or mail to PO Box 200 Maitland NSW 2320. Documentation services required (Tick whichever is applicable): Change
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How to fill out change of fund name

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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.
02
Fill out the form with the current fund name and the desired new fund name.
03
Provide any required supporting documents, such as a copy of identification or account statements.
04
Submit the completed form and documents to the financial institution for processing.
05
Wait for confirmation of the fund name change from the financial institution.

Who needs change of fund name?

01
Investors who have a financial interest in the fund and wish to update the name for clarity or branding purposes.
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A change of fund name refers to the process of officially changing the name of a fund or investment vehicle.
The fund manager or the entity responsible for managing the fund is required to file a change of fund name.
The change of fund name can typically be filed with the relevant regulatory authority, providing the necessary documentation and information.
The purpose of changing the fund name can vary, but it is often done to reflect a change in investment strategy, ownership, or branding.
The information required for a change of fund name typically includes the current fund name, the proposed new fund name, reasons for the change, and any supporting documentation.
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