Documents and forms

Corporate Services

Application and Additional Contributions for all Plans

The following forms need to be completed and provided to us for any Product

Application form

Customer due diligence form

Additional contribution form

Access fee schedule

Advanced Fee Schedule

Advanced plus fee schedule

Changes to your Plan

When making any changes to your Plan, please complete the relevant forms below

Change of Adviser form

Nomination of beneficiaries form

Self-certification for individuals form

Change of Investment Provider Form

Benefits and Distributions

Benefit request appplication form

Distributions from a trust

Guidance and Helpful Notes

Guide to digitally certifying your proof of identification and address

Digital signature guide

Additional contribution guidance

Source of Wealth Guidance

Document Certification Aid

Important Documents

Terms and Conditions

Complaints Policy

Protection of Personal Information Act Policy

Treating Clients Fairly Statement

The Promotion of Access to Information Act

Standard Terms for Introducers

Private Client Cash Balance Policy