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
AREIT ORDER KIT – SUBSCRIPTION AGREEMENT
Complete a request for a kit with a subscription agreement and a new account application
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
AIREIT ORDER KIT – SUBSCRIPTION AGREEMENT
Complete a request for a kit with a subscription agreement and a new account application
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
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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