Property/Portfolio Administration

Register a Portfolio Manager/Responsible Party

Assessor/Portfolio Manager/Responsible Party/Trustee/Director/Estate Manager Registration
Name of Portfolio Manager/Responsible Party/Trustee/Director/Estate Manager:
Name of Portfolio Manager/Responsible Party/Trustee/Director/Estate Manager:
First
Last
Registering as:

Amend/Delete a Portfolio Manager/Responsible Party

Craig David

Joe Soap

Register/Add Property

Property Registration - Master Form 1
Is the Property/Community Scheme under administration?
Physical Address of Community Scheme
Physical Address of Community Scheme
City
State/Province
Zip/Postal
Country

Assessor/Portfolio Manager/Responsible Party/Trustee/Director/Estate Manager Details

Feedback

Please enter details where additional feedback (i.e. PDF Guides), should be sent e.g. Portfolio Director/Trustee/Director/Accountant/Estate Manager/Operator/Office Bearer
Would you like to set/re-set the risk tolerance level for this property? *
Property Review Date

Delete Property

Re-allocate Property

Property Registration - Master Form 1
Is the Property/Community Scheme under administration?
Physical Address of Community Scheme
Physical Address of Community Scheme
City
State/Province
Zip/Postal
Country

Assessor/Portfolio Manager/Responsible Party/Trustee/Director/Estate Manager Details

Feedback

Please enter details where additional feedback (i.e. PDF Guides), should be sent e.g. Portfolio Director/Trustee/Director/Accountant/Estate Manager/Operator/Office Bearer
Would you like to set/re-set the risk tolerance level for this property? *
Property Review Date

Delete Risk Assessments

Craig David

Joe Soap