Diversified Wealth Management Forms

Click on the form you wish to download:

Advisor Application Form (for DWM Funds)
Application Form
Direct Debit Form
Suspend Direct Debit Form
Deposit form
Withdrawal Form
Regular Withdrawal Form
Regular Contribution Change Form
Switch Funds Form
Closure Form
How to calculate your PIR (Prescribed Investor Rate)
Change PIR rate


Your Portfolio Online

APPLY ONLINE TODAY!
You can now apply online for the Balanced and Dynamic Funds. Click here for an online application form and click the below “risk profile questionnaire” if you need help working out your risk profile.
Risk Profile Questionnaire
Click here to begin risk profile questionnaire.
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