Select your product from the relevant product type below and then choose the form you need. The notes next to each form give further information.
Managing currency risk
Family law & superannuation
Insurance (for use when provided through superannuation)
Requirements for Anti Money Laundering & Counter Terrorism Financing laws
Closure of Colonial First State Managed Investment Funds and Rollover & Superannuation Fund products
FirstNet Investor registration form
New Dealer Group Form
New Corporate Authorised Representative Form
New Individual Authorised Representative Form
Reauthorisation of Ongoing Adviser Service Fee Form
If you would like to make an insurance claim please call 13 13 36 or talk to you financial adviser. Find out more about insurance in super.
Anti Money Laundering & Counter Terrorism Financing laws require Colonial First State to establish the identity of its clients. We appreciate that this may be an inconvenience, however it’s a regulatory requirement that we must meet. To do this, you need to complete the appropriate form below.
The types of identification documents you can supply depend on what type of entity you are. To find out further information, please refer to the appropriate form shown below.
The Colonial First State Managed Investment Funds and Rollover and Superannuation Fund are now closed to new applications effective 30 November 2012. This means that the product is now closed to all new investors. As an existing investor in this product you can continue to transact on your existing account as usual, including making additional investments. However, if you close your account, you will not be able to re-invest or re-apply into this product. For more information please contact your financial adviser or call investor services on 13 13 36.