Investor Forms

If you don’t have access to the Investor Portal you can download and print the relevant form to provide instructions relating to your investments or to update your details. Once you have completed the form, return it to us by email, post or fax. Details can be found on each form.

Investor Portal


You can use the Investor Portal 24/7 instead of forms to…
  • Switch online between funds
  • Top up your existing investment
  • Submit a redemption

Learn more

Opening an Investment

  • Application Form
    For new investors to apply for an investment with TPT Wealth via paper form.

Existing Investments

Change of Details

WE'RE HERE TO HELP


1300 138 044
9-5 Monday to Friday
info@tptwealth.com.au
We reply within 1 business day
Hobart
137 Harrington Street
Launceston
1/65 St John Street

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