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Disclosure Documents & Forms

Product Information

Portfolio Service IDPS GuideAll the information you need on the Freedom of Choice Portfolio Service
Financial Services GuideThe information you need on the Operator of the Freedom of Choice Portfolio Service
Portfolio Service Voting PolicyThe information you need on the Operator's Voting Policy for the Freedom of Choice Portfolio Service

Application Forms

Portfolio Service Application FormJoin the Freedom of Choice Portfolio Service

General Forms

Additional Deposit FormMake additional deposit into your investment account
Australian Standard Transfer FormThis form is to be completed for any off-market transfers.
Direct Debit Request FormArrange to make regular deposits via direct debit
Investment Choice FormNominate your investments within your Freedom of Choice account
Investor Alteration Advice FormChange your details or payment details
Online Service Registration FormTo apply for access to the online services facility (web)
Optional Advice Fee Authorisation FormAuthorise a one-off fee to be deducted from your FoC account to be paid to your financial adviser
Related Accounts Application FormTo apply for administration fee discount across different products/accounts
Withdrawal Advice FormTo withdraw funds from your account
Proof of Identity Compliance FormIf you are applying for Freedom of Choice directly, this form needs to be completed along with your Application Form.
Third Party Authority FormThis form allows you to authorise the Trustee to provide information about your account to your nominated authority
  • Freedom of Choice © 2020
  • PO Box 3528, Tingalpa DC QLD 4173
  • 1800 806 013