Investor Forms
GDI investors can download forms that are useful when updating personal unitholder information in GDI’s property funds.
Investor Forms
Whether you need to update your details, change your financial adviser, or access important forms for your GDI property fund investments, you’ll find everything you need right here.
Our Investor Forms page makes it easy to download the right documents so you can manage your investment efficiently and keep your records up to date.
Please click on the links to download the appropriate form.
GDI Investor Forms
Change of Financial Advisor
Change of Investor contact details
CRS Self-Certification Form
Dealer Groups Client Verification Form
GDI Accountant Certificate
GDI Advisers Certificate
Investor Bank Details
Investor Tax File Details
Unit transfer form
Identification Form for Trustees
Identification Form Australian Companies
Identification Form Individuals