Departmental form 1413
Declaration in Relation to Managed Funds
Business and investment · PDF form · updated 25/05/2022
Important notice: General information only — not immigration assistance or legal advice. For advice about your circumstances, book a verified practitioner.
Compiled from official Department of Home Affairs sources — practitioner verification pending.
- What it is for
- This form is a fund manager's declaration confirming to the Department of Home Affairs that a managed fund meets the definition in Regulation 1.03 of the Migration Regulations 1994 and will limit its investment to the categories permitted for a Significant Investor stream applicant.
- Who completes it
- The relevant fund manager completes the declaration and fund details, while the primary visa applicant provides their own client details.
- Information it collects (in general terms)
- It gathers general categories of information covering the managed fund and its manager, the declaration that the fund meets the regulatory definition and permitted investment categories, and the primary applicant's identity, contact details and client identifier.
- When it is used
- It is relevant to subclass 188 Significant Investor stream applications where the original visa was lodged before 1 July 2015; applications lodged on or after that date use form 1413D instead.
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