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• Product Disclosure Statement

  Use the Product Disclosure Statement to apply for units in the BWA Cash Management Trust or to review Terms and Conditions applicable to the product.

• Supplementary Product Disclosure Statement

  This Supplementary Product Disclosure Statement must be read in conjunction with the Product Disclosure Statement Dated 22 December 2008

• Access Facilities and Manner of Operation Request Form

  Request Telephone, online and Debit Card access to your BWA Cash Management Trustaccount and/or change the way your BWA Cash Management Trust account will operate.

• Advisor Plus Application Form

  Use the Advisor Plus application form to apply for access to Advisor Plus. Advisor Plus provides access to open BWA Cash Management Trust accounts online and view client account details.

• Change of Account Details Form

  Request to change BWA Cash Management Trust Account details.

• Change of Name Statement Form

  To be completed by person (signatory) who intends to be commonly known by a newname and wishes to either change their existing accounts held with BWA managed Investmentsor use the new name to open or become a signatory to an account with BWA ManagedInvestments.

• Cheque/Deposit Book Request Form

  Request to order a cheque and/or a deposit book for a BWA Cash Management TrustAccount - Investor Plus.

• Closure Form

  Request to close a BWA Cash Management Trust Account

• Customer Identification Check Form

  Use this form, if you are a new customer to BWA Managed Investments, to completethe necessary identification requirements. Visit your approved BWA Cash ManagementTrust distributor in person to be identified.

• Customer Identification Form - Certified Copies

  Use this form, if you are a new customer to BWA Managed Investments, to completethe necessary identification requirements and will be using certified copies ofidentification.

• Deceased Estate Change of Account Details Form

  Request to change a BWA Cash Management Trust Account holder name (and other details)to that of a surviving holder or to the estate.

• Deceased Estate Withdrawal Form

  Request to close the BWA Cash Management Trust Account of a deceased estate and/ortransfer funds to a new BWA Cash Management Trust Account or to a beneficiary.

• Deposit Form

  Mail with cheques to be deposited into a BWA Cash Management Trust Account.

• Direct Debit Request Form

  Request to arrange regular payments into your CMT account from external accounts.

• Dividend/Interest/Distributions Payment Authority Form

  Request your dividends/interest/distributions be credited direct to your BWA CashManagement Trust account.

• Fax Authority Form

  Request to nominate external accounts that BWA Managed Investments will transferfunds to upon receipt of facsimile instructions.

• Internet Security Declaration - Personal Form

  Request to increase personal Pay Anybody Limit in BankWest Online Banking to $5,000.

• Periodical Payment Authority Form

  Make a periodical payment, change the existing instructions for an existing Periodicalpayment, cancel a Periodical Payment or a specific payment.

• Third Party Authority Form

  To be completed if you wish to appoint a third party (person, firm, company or advisorfirm) to access and operate your CMT account.

• Verifying Officer - Certificate of Identity Form

  Nominate a Verifying Officer and/or identify multiple signatories for companiesand incorporated bodies.

• Withdrawal Form

  Request to withdraw funds from a BWA Cash Management Trust Account.