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Forms

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Investor Forms and Documents

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

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 – 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

AIREIT REDEMPTION CANCELLATION FORM

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

APMF DISTRIBUTION CHANGE FORM - BROKER/DEALER USE
APMF DISTRIBUTION CHANGE FORM - RIA USE
APMF ACCOUNT TRANSFER FORM - BROKER/DEALER USE
APMF ACCOUNT TRANSFER FORM - RIA USE

AREX MAINTENANCE FORM

For current investors in Ares Real Estate Exchange

AREX INVESTOR COMMUNICATIONS E-CONSENT FORM

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 – 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

ASIF DISTRIBUTION CHANGE FORM - BROKER/DEALER USE
ASIF DISTRIBUTION CHANGE FORM - RIA USE
ASIF ACCOUNT TRANSFER FORM - BROKER/DEALER USE
ASIF ACCOUNT TRANSFER FORM - RIA USE

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

DISTRIBUTION CHANGE FORM
TRANSFER ON DEATH FORM

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

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.

Please read the applicable Ares Fund or Real Estate Income Trust ("REIT") Prospectus prior to making any investment decision and consider carefully the REIT’s or Funds’ investment objectives, risks, charges, expenses and other important information described therein. A copy of the REIT and Funds 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 Funds' Prospectuses. The REIT and Funds prospectuses do 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, Ares Strategic Income Fund, or Ares REITs are not suitable for all investors. Investing in shares of the Funds 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, and the ASIF Summary Risk Factors and the Prospectus for a complete list of the risks associated with the REITs, Ares Private Markets Fund, and Ares Strategic Income Fund 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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AccessAres is the thought-leadership and educational division of Ares Wealth Management Solutions. The materials distributed by AccessAres are for informational purposes only and do not constitute investment advice or a recommendation to buy, sell or hold any security, investment strategy or market sector. Ares Wealth Management Solutions is a global brand of Ares Management Corporation.

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