Download the forms you need to manage your account.

Note: Russell Private Investment Series is closed to new investors. New investors please visit Russell iQ™ Investments.

• Additional Investment Form
  Make additional investments to the Russell Private Investment Series (RPIS) into fund(s) in which they currently hold units.
• Start or Change a Regular Investment Plan Form
  Create, cancel or make changes to your nominated bank account, regular investment plan amount or the Funds to which the regular investment plan applies.
• Investment Switch Form
  Please note, this form should only be used for one switch. If your clients are switching out of more than one fund please complete an additional Investment Switch Form.
• Change of details Form
  Advise us of any changes to their personal details, their bank account details, their adviser details or their tax file number.
• Withdrawal Request Form
  Make a withdrawal.
• Regular Withdrawal Plan Form
  Amend, cancel or commence a regular monthly withdrawal plan.

• New investors - Register for Russell iQ™ Investments.
• Existing Russell iQ™ investors - Login to your account.