The following are forms to administer your 2020 DIRECTINVEST BlueChip Series account. We will confirm receipt of all forms within 24 hours - in the event that you do not receive a confirmation, please contact our office.  No responsibility is accepted for forms lost in transit.

When a margin loan is linked to your Separately Managed Account, the account (and all securities within the account) is security for the loan, therefore the margin lender must approve all changes or instructions relating to the account. Please contact your margin lender before making any changes to your account.

Please click here for BlackRock SuperSMA Forms.

	BlueChip Series Product Disclosure Statement
	BlueChip Series (ADA Members) Product Disclosure Statement
	BlueChip Series (Engineers Australia Members) Product Disclosure Statement
	BlueChip Series (ASA Members) Product Disclosure Statement
	Regular contribution amendment form (Change or cancel monthly investments)
	Change of Bank Account Form
	Customisation Form (Nominate stock substitutions, minimum holding locks and income options)
	Partial Withdrawal Request Form
	Account Closure Form
	Change of Address Form
	Information: Annual Financial Report