| Documents | Description |
|---|---|
| Portfolio Service IDPS Guide | All the information you need on the Freedom of Choice Portfolio Service |
| Financial Services Guide | The information you need on the Operator of the Freedom of Choice Portfolio Service |
| Portfolio Service Voting Policy | The information you need on the Operator's Voting Policy for the Freedom of Choice Portfolio Service |
| Forms | Description |
|---|---|
| Portfolio Service Application Form | Join the Freedom of Choice Portfolio Service |
| Forms | Description |
|---|---|
| Additional Deposit Form | Make additional deposit into your investment account |
| Australian Standard Transfer Form | This form is to be completed for any off-market transfers. |
| Direct Debit Request Form | Arrange to make regular deposits via direct debit |
| Investment Choice Form | Nominate your investments within your Freedom of Choice account |
| Investor Alteration Advice Form | Change your details or payment details |
| Online Service Registration Form | To apply for access to the online services facility (web) |
| Optional Advice Fee Authorisation Form | Authorise a one-off fee to be deducted from your FoC account to be paid to your financial adviser |
| Related Accounts Application Form | To apply for administration fee discount across different products/accounts |
| Withdrawal Advice Form | To withdraw funds from your account |
| Proof of Identity Compliance Form | If you are applying for Freedom of Choice directly, this form needs to be completed along with your Application Form. |
| Third Party Authority Form | This form allows you to authorise the Trustee to provide information about your account to your nominated authority |
