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How do I add/amend my bank and tax details?

You will need to add your tax information and bank details via the share registry.

Updated yesterday

To add or amend your bank details for distribution payments please log in to the share registry.

MUFG Pension & Market Services (formerly Link Market Services)

Registering on MUFG Pension & Market Services

When registering your holdings on MUFG Pension & Market Services:

  1. Enter ISFM - InvestSMART Funds Management as the issuer.

  2. Enter your HIN (starts with an X) or SRN (starts with the letter I)

  3. Enter your postcode

Screenshot of example

Need Help?

See MUFG Pension & Market Services FAQ or contact them directly.

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