Forms

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Investor Forms and Documents

Whether you’d like to make an update to your beneficiary designation(s), transfer your account or perform other account maintenance, we are here to help. Please access related forms and documents through the archive that follows or use the interactive search option shown here to get started. Please contact your financial professional for information regarding PREDEX.

Some broker dealers require clients to access and update their account(s) through their broker dealer website. Please contact your financial professional to learn more.

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Investor Forms

MAINTENANCE FORM

Use this form to change address, phone, email, name change, change or add interested party, go paperless, or update registered representative on your account

CERTIFICATION OF TRUST INVESTMENT POWER FORM

For use with trust account – Use this form to designate and authorize authority to transact on one or multiple trust accounts

DISTRIBUTION CHANGE FORM
TRANSFER ON DEATH FORM

Use this form to name a beneficiary on a non-retirement account

PHYSICIAN CERTIFICATION FORM

For use with redemption form when designating that redemption is due to disability.

DESIGNATION OF REPRESENTATIVE FOR UNCLAIMED PROPERTY (TEXAS INVESTORS ONLY)

For residents of Texas only. Use this form to designate a person to be notified in the future if account becomes unclaimed property.

AREIT ORDER KIT – SUBSCRIPTION AGREEMENT

Complete a request for a kit with a subscription agreement and a new account application

AREIT ACCOUNT TRANSFER FORM

Use this form to re-register or transfer ownership of the account

AREIT DISTRIBUTION CHANGE FORM – BROKER/DEALER USE

For use with customers of broker dealers – Use this form to designate distribution proceeds to be paid in cash or reinvested

AREIT DISTRIBUTION CHANGE FORM – FOR RIA USE

For use with customers of Registered Investment Advisors (RIA) – Use this form to designate distribution proceeds to be paid in cash or reinvested

AREIT REDEMPTION FORM

Use this form to request a full or partial redemption of your account

AREIT REDEMPTION CANCELLATION FORM

Use this for to cancel a previously submitted redemption of shares request

AREIT TRUSTED CONTACT PERSON

Designate a trusted contact person allowing Ares to disclose information about your account

AIREIT ORDER KIT – SUBSCRIPTION AGREEMENT

Complete a request for a kit with a subscription agreement and a new account application

AIREIT ACCOUNT TRANSFER FORM

Use this form to re-register or transfer ownership of the account

AIREIT DISTRIBUTION CHANGE FORM – BROKER/DEALER USE

For use with customers of broker dealers – Use this form to designate distribution proceeds to be paid in cash or reinvested

AIREIT DISTRIBUTION CHANGE FORM – FOR RIA USE

For use with customers of Registered Investment Advisors (RIA) – Use this form to designate distribution proceeds to be paid in cash or reinvested

AIREIT REDEMPTION FORM

Use this form to request a full or partial redemption of your account

MONTHLY REDEMPTION REQUEST CANCELLATION FORM

Use this form to cancel a previously submitted redemption of shares request

MAINTENANCE FORM

For current investors in Ares Real Estate Exchange

Please read the applicable Ares Real Estate Income Trust ("REIT") or Fund Prospectus prior to making any investment decision and consider carefully the REIT’s or Fund’s investment objectives, risks, charges, expenses and other important information described therein. A copy of the REIT and Fund Prospectuses, which contain this and other information about the REIT or Fund, must be made available to you in connection with any offering of the Shares. Click here to view the REIT and Fund Prospectuses. The REIT and Funds prospectuses does not constitute an offer to sell securities, nor a solicitation of an offer to buy their Shares in any state where the offer or sale is not permitted.

Ares Wealth Management Solutions does not offer investment advice. Individuals should consult a professional investment advisor.

Investments in the Ares Private Markets Fund or Ares REITs are not suitable for all investors. Investing in shares of the Fund or REITs involves a high degree of risk, including the risk that payment of distributions is uncertain and cannot be guaranteed, the risk that an investment is not liquid, and the risk that stockholders may lose the entire amount of their investment. Please review the AREIT Summary Risk Factors and the Prospectus, AIREIT Summary Risk Factors and the Prospectus, and the APMF Summary Risk Factors and the Prospectus, for a complete list of the risks associated with Ares Private Markets Fund and REIT investments.

No offering is made except by a prospectus filed with the Department of Law of the State of New York. Neither the SEC nor any other state securities regulator has approved or disapproved of the securities described in the prospectus or determined if the prospectus is truthful or complete. In addition, the Attorney General of the state of New  York has not passed on or endorsed the merits of the offering. Any representation to the contrary is a criminal offense. Fund and REIT shares will be offered to the public through Ares Wealth Management Solutions, LLC, member of Financial Industry Regulatory Authority (FINRA) and SIPC, which will act as the dealer manager, and through other members of FINRA or with the assistance of registered investment advisors.

Check this firm’s Form CRS Customer Relationship Summary.

Check the background of this firm on FINRA’s Broker Check.

Our prospectuses are provided in Adobe PDF format. The Adobe Reader software can be downloaded here.

NOT A DEPOSIT • NOT FDIC INSURED • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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