CBCF Investor Centre

Download forms

Please download the appropriate forms from below for the Ulcetech Bass Credit Fund. All forms for investors and advisers are also available via Ulcetech Investor website.

Ulcetech Bass - Dividend or distribution reinvestment plan (DRP) application, notice of variation

Existing investors can reinvest their distributions and create a distribution reinvestment plan

Ulcetech Bass - signature verification document

Please print, complete your details associated with this application, sign and upload the signature verification document with your online application.

Ulcetech Bass - Appointment of adviser request form

To be completed to appoint or change your Australian Financial Services Authorised Representative (Adviser)

Ulcetech Bass - Change of address notification

Update address details

Ulcetech Bass - Automatic exchange of information (AEOI) self certification form

Record your Tax Residency in accordance with the Foreign Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS).

Ulcetech Bass - Consolidation of holdings

Consolidate any holdings registered in your name

Ulcetech Bass - Direct credit facility

Existing investors can nominate a bank account for distribution payments or funds to be paid into

Ulcetech Bass - Change of contact details

Update your contact details

Wholesale investments

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Ulcetech Bass Credit Fund – Investor centre

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Wholesale investments