Documents | Description |
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Portfolio Service IDPS Guide | All the information you need on the Freedom of Choice Portfolio Service |
Portfolio Service IDPS TMD | Outlines the class of consumers for which this product has been designed |
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 |
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Portfolio Service Application Form | Join the Freedom of Choice Portfolio Service |
Forms | Description |
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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 |
Investor Alteration Advice Form | Change your details or payment details |
Investment Choice Form | Nominate your investments within your Freedom of Choice account |
One-off Advice Fee Consent Form | Authorise a one-off fee to be deducted from your FoC account to be paid to your financial adviser |
Ongoing Advice Fee Consent Form | Authorise an ongoing fee to be deducted from your FoC account to be paid to your financial adviser |
Online Service Registration Form | To apply for access to the online services facility (web) |
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. |
Related Accounts Application Form | To apply for administration fee discount across different products/accounts |
Third Party Authority Form | This form allows you to authorise the Trustee to provide information about your account to your nominated authority |
Withdrawal Advice Form | To withdraw funds from your account |