Forms library

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.

Managed funds Superannuation Retirement
FirstChoice Wholesale Investments FirstChoice Employer Super FirstChoice Wholesale Pension
Wholesale Mezzanine Investments FirstChoice Wholesale Personal Super FirstChoice Pension
(closed to new accounts)
FirstChoice Investments
(closed to new accounts)
FirstChoice Personal Super
(closed to new accounts)
Personal Pension Plan
(closed to new accounts)
Cash Management Trusts/Premier CMT
(closed to new accounts)
Rollover & Superannuation Fund
(closed to new accounts)
 
Managed Investment Funds
(closed to new accounts)
   

Want to withdraw your super?
For help with withdrawing your super, contact us on 13 13 36 (select option 2, then option 1), 8am - 7pm, Mon - Fri (Sydney time).

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

FirstChoice Personal Super (closed to new accounts) Use this form to
Additional & regular investment Make an additional investment into your existing account and setup or change a regular investment plan.
Adviser nomination Nominate a new adviser or give an adviser access to information.
Adviser online transaction authority To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Adviser service fee, Licensee service fee and Adviser trail rebate nomination Authorise an adviser service fee and/or licensee service fee from your account or nominate a change to your adviser trail rebate.
Change of details Update your address and contact details, tax file number, bank account details and your account name.
Consolidate your super - it’s easy Quick guide to consolidating your super, including consolidation form.
Contribution Declaration Declare that you are eligible to contribute to your superannuation when you're aged 65 or older.
Direct debit authority Provide authorisation to directly credit or debit your bank account when requested.
Early release of super Use this form to apply for an early release of your super on the grounds of severe financial hardship.
FirstRate Term Deposit options - change of maturity instructions Update your maturity instructions
Insurance underwriting requirements A guide to work out whether further health evidence may be required for your insurance cover.
Life events cover Increase your cover under a "life event" option.
Non-lapsing Death Benefit Nomination Establish a non-lapsing death benefit nomination.
Notice of intent to claim a tax deduction Use this form if you are self-employed and wish to claim a tax deduction.
Occupation rating guide A list of occupations and how they are classified for insurance purposes.
Portfolio rebate Nominate an account to include in your portfolio or to nominate/change the investment option to which your rebate will be credited.
Spouse contribution splitting Split your contributions made during a financial year to your spouse’s superannuation account.
Super Choice – Fund Nomination Form Use this form to instruct your employer to pay your superannuation into your Colonial First State account. This form should be given to your employer.
Switch Switch funds between your existing account.
Temporary resident brochure This brochure should be used by investors who have entered Australia on an eligible temporary resident visa and are now wishing to make a withdrawal.
Transfer of insurance cover Help you consolidate your insurance. If you hold an existing insurance policy with another superannuation account, our insurer may agree to waive underwriting requirements to provide the same amount of cover under your FirstChoice Personal Super account.
Transfer of insurance cover (from a Colonial First State/ Commonwealth Bank policy only) Help you consolidate your insurance. If you hold an existing insurance policy with another superannuation account, our insurer may agree to waive underwriting requirements to provide the same amount of cover under your FirstChoice Personal Super account.
Transfers to KiwiSaver accounts Use this form if you have emigrated permanently to New Zealand and wish to transfer your superannuation balance to a KiwiSaver account.
Withdrawal Withdraw funds from your existing account. Contact us on 13 13 36 (select option 2, then option 1).

FirstChoice Pension
(closed to new accounts)
Use this form to
Adviser nomination Nominate a new adviser or give an adviser access to information.
Adviser online transaction authority To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Adviser service fee, Licensee service fee and Adviser trail rebate nomination Authorise an adviser service fee and/or licensee service fee from your account or nominate a change to your adviser trail rebate.
Change of bank account details Update your bank account details.
Change of contact details Update your address and contact details.
Change of Details - pension payment update Update your pension payment details.
FirstRate Term Deposit options - change of maturity instructions Update your maturity instructions
Non-lapsing Death Benefit Nomination Establish a non-lapsing death benefit nomination.
Portfolio rebate Nominate an account to include in your portfolio or to nominate/change the investment option to which your rebate will be credited.
Reversionary beneficiary form Nominate, replace or remove a reversionary beneficiary on your existing pension account
Switch Switch funds between your existing account.
Tax File Number (TFN) Declaration Provide your details to allow us to calculate how much tax to deduct from your pension payments. Please note: If you are over 60, you do not need to complete this form.
Upward variation agreement form Update the amount of tax withheld from your pension payments.
Withdrawal Withdraw funds from your existing account.

FirstChoice Wholesale Personal Super Use this form to
Additional & regular investment Make an additional investment into your existing account and setup or change a regular investment plan.
Adviser nomination Nominate a new adviser or give an adviser access to information.
Adviser online transaction authority To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Adviser service fee and/or Licensee service fee nomination Authorise an adviser service fee and/or licensee service fee to be deducted from your account.
Change of details Update your address and contact details, tax file number, bank account details and your account name.
Consolidate your super - it’s easy Quick guide to consolidating your super, including consolidation form.
Contribution Declaration Declare that you are eligible to contribute to your superannuation when you're aged 65 or older.
Direct debit authority Provide authorisation to directly credit or debit your bank account when requested.
Early release of super Use this form to apply for an early release of your super on the grounds of severe financial hardship.
FirstRate Term Deposit options - change of maturity instructions Update your maturity instructions
Insurance underwriting requirements A guide to work out whether further health evidence may be required for your insurance cover.
Life events cover Increase your cover under a "life event" option.
Non-lapsing Death Benefit Nomination Establish a non-lapsing death benefit nomination.
Notice of intent to claim a tax deduction Use this form if you are self-employed and wish to claim a tax deduction.
Occupation rating guide A list of occupations and how they are classified for insurance purposes.
Portfolio rebate Nominate an account to include in your portfolio or to nominate/change the investment option to which your rebate will be credited.
Spouse contribution splitting Split your contributions made during a financial year to your spouse's superannuation account.
Super Choice – Fund Nomination Form Use this form to instruct your employer to pay your superannuation into your Colonial First State account. This form should be given to your employer.
Switch Switch funds between your existing account.
Temporary resident brochure This brochure should be used by investors who have entered Australia on an eligible temporary resident visa and are now wishing to make a withdrawal.
Transfer of insurance cover Help you consolidate your insurance. If you hold an existing insurance policy with another superannuation account, our insurer may agree to waive underwriting requirements to provide the same amount of cover under your FirstChoice Wholesale Personal Super account.
Transfer of insurance cover (from a Colonial First State/ Commonwealth Bank policy only) Help you consolidate your insurance. If you hold an existing insurance policy with another superannuation account, our insurer may agree to waive underwriting requirements to provide the same amount of cover under your FirstChoice Wholesale Personal Super account.
Transfers to KiwiSaver accounts Use this form if you have emigrated permanently to New Zealand and wish to transfer your superannuation balance to a KiwiSaver account.
Withdrawal Withdraw funds from your existing account. Contact us on 13 13 36 (select option 2, then option 1).

FirstChoice Wholesale Pension Use this form to
Adviser nomination Nominate a new adviser or give an adviser access to information.
Adviser online transaction authority To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Adviser service fee and/or Licensee service fee nomination Authorise an adviser service fee and/or licensee service fee to be deducted from your account.
Change of bank account details Update your bank account details.
Change of contact details Update your address and contact details.
Change of Details - pension payment update Update your pension payment details.
FirstRate Term Deposit options - change of maturity instructions Update your maturity instructions
Non-lapsing Death Benefit Nomination Establish a non-lapsing death benefit nomination.
Portfolio rebate Nominate an account to include in your portfolio or to nominate/change the investment option to which your rebate will be credited.
Reversionary beneficiary form Nominate, replace or remove a reversionary beneficiary on your existing pension account
Switch Switch funds between your existing account.
Tax File Number (TFN) Declaration Provide your details to allow us to calculate how much tax to deduct from your pension payments. Please note: If you are over 60, you do not need to complete this form.
Upward variation agreement form Update the amount of tax withheld from your pension payments.
Withdrawal Withdraw funds from your existing account.

FirstChoice Employer Super Use this form to
Adviser nomination Nominate a new adviser or give an adviser access to information.
Adviser online transaction authority To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Adviser service fee nomination Authorise an adviser service fee to be deducted from your account.
Consolidate your super - it’s easy Quick guide to consolidating your super, including consolidation form.
Contribution Declaration Declare that you are eligible to contribute to your superannuation when you're aged 65 or older.
Early release of super Use this form to apply for an early release of your super on the grounds of severe financial hardship.
Employer at work Establish who is eligible for insurance on the transfer.
Employer change of details Update your address and contact details, ABN number, bank account details, account name and change your option(s), investment(s) and insurance defaults.
Employer change of plan contact Update the plan contacts on your plan.
Employer direct debit authority Provide authorisation to directly credit or debit your bank account when requested.
Employer policy committee Notify us of any changes to your Policy Committee.
FirstChoice Employer Super underwriting requirements A guide to work out whether further health evidence may be required for your insurance cover.
Investor additional & regular investment Make an additional investment into your existing account and setup or change a regular investment plan.
Investor change of details Update your address and contact details, bank account details, account name and submit your Tax File Number.
Investor investment selection - pre 11 June 2013 members If you joined the fund before 11 June 2013, you can use this form to switch your existing investment options or change your investment options for future contributions.
Investor investment selection - post 11 June 2013 members If you joined the fund since 11 June 2013, you can use this form to switch your existing investment options or change your investment options for future contributions.
Life events cover Increase your cover under a "life event" option.
Non-lapsing Death Benefit Nomination Establish a non-lapsing death benefit nomination.
Notice of intent to claim a tax deduction Use this form if you are self-employed and wish to claim a tax deduction.
Occupation rating guide A list of occupations and how they are classified for insurance purposes.
Portfolio management fee rebate Nominate an account to include in your portfolio or to nominate/change the investment option to which your rebate will be credited.
Retained Benefit Adviser De-link/Link Form To add or remove plan adviser servicing rights on a retained benefits category.
Spouse application Make an application for your spouse.
Spouse contribution splitting Split your contributions made during a financial year to your spouse’s superannuation account.
Super Choice – Fund Nomination Form Use this form to instruct your employer to pay your superannuation into your Colonial First State account. This form should be given to your employer.
Temporary resident brochure This brochure should be used by investors who have entered Australia on an eligible temporary resident visa and are now wishing to make a withdrawal.
Transfer of insurance cover Help you consolidate your insurance. If you hold an existing insurance policy with another superannuation account, our insurer may agree to waive underwriting requirements to provide the same amount of cover under your FirstChoice Employer Super account.
Transfer of insurance cover (from a Colonial First State/ Commonwealth Bank policy only) Help you consolidate your insurance. If you hold an existing insurance policy with another superannuation account, our insurer may agree to waive underwriting requirements to provide the same amount of cover under your FirstChoice Employer Super account.
Transfers to KiwiSaver accounts Use this form if you have emigrated permanently to New Zealand and wish to transfer your superannuation balance to a KiwiSaver account.
Withdrawal Withdraw funds from your existing account. Contact us on 13 13 36 (select option 2, then option 1).

Rollover & Superannuation Fund
(closed to new accounts)
Use this form to
Additional & regular investment Make an additional investment into your existing account and setup or change a regular investment plan.
Adviser nomination Nominate a new adviser or give an adviser access to information.
Adviser online transaction authority To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Change of details Update your address and contact details, tax file number, bank account details and your account name.
Consolidate your super - it’s easy Quick guide to consolidating your super, including consolidation form.
Contribution Declaration Declare that you are eligible to contribute to your superannuation when you're aged 65 or older.
Direct debit authority Provide authorisation to directly credit or debit your bank account when requested.
Early release of super Use this form to apply for an early release of your super on the grounds of severe financial hardship.
Insurance application form and product flyer Apply for new insurance cover or to increase existing cover. The attached flyer outlines the key changes to the product since its closure and should be read in conjunction with the PDS dated 12 March 2012.
Non-lapsing Death Benefit Nomination Establish a non-lapsing death benefit nomination.
Notice of intent to claim a tax deduction Use this form if you are self-employed and wish to claim a tax deduction.
Spouse contribution splitting Split your contributions made during a financial year to your spouse’s superannuation account.
Super Choice – Fund Nomination Form Use this form to instruct your employer to pay your superannuation into your Colonial First State account. This form should be given to your employer.
Switch Switch funds between your existing account.
Temporary resident brochure This brochure should be used by investors who have entered Australia on an eligible temporary resident visa and are now wishing to make a withdrawal.
Transfers to KiwiSaver accounts Use this form if you have emigrated permanently to New Zealand and wish to transfer your superannuation balance to a KiwiSaver account.
Withdrawal Withdraw funds from your existing account. Contact us on 13 13 36 (select option 2, then option 1).

Personal Pension Plan (closed to new accounts) Use this form to
Adviser nomination Nominate a new adviser or give an adviser access to information.
Adviser online transaction authority To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Change of bank account details Update your bank account details.
Change of contact details Update your address and contact details.
Change of Details - pension payment update Update your pension payment details.
Non-lapsing Death Benefit Nomination Establish a non-lapsing death benefit nomination.
Switch Switch funds between your existing account.
Tax File Number (TFN) Declaration Provide your details to allow us to calculate how much tax to deduct from your pension payments. Please note: If you are over 60, you do not need to complete this form.
Withdrawal Withdraw funds from your existing account.

FirstChoice Investments (closed to new accounts) Use this form to
Additional & regular investment Make an additional investment into your existing account and setup or change a regular investment plan.
Adviser nomination Nominate a new adviser or give an adviser access to information.
Adviser online transaction authority To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Adviser service fee, Licensee service fee and Adviser trail rebate nomination Authorise an adviser service fee and/or licensee service fee from your account or nominate a change to your adviser trail rebate.
Appointment of agent Appoint a person to act on your behalf.
Authorised signatories Add or remove authorised signatories on your account.
Change of details Update your address and contact details, tax file number, distribution method, bank account details and your account name.
Direct debit authority Provide authorisation to directly credit or debit your bank account when requested.
FirstRate Term Deposit options - change of maturity instructions Update your maturity instructions
Portfolio rebate Nominate an account to include in your portfolio or to nominate/change the investment option to which your rebate will be credited.
Regular withdrawal Setup or change a regular withdrawal plan.
Switch Switch funds between your existing account.
Transfer and acceptance of units Transfer units to another party.
Withdrawal Withdraw funds from your existing account.

FirstChoice Wholesale Investments Use this form to
Additional & regular investment Make an additional investment into your existing account and setup or change a regular investment plan.
Adviser nomination Nominate a new adviser or give an adviser access to information.
Adviser online transaction authority To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Adviser service fee and/or Licensee service fee nomination Authorise an adviser service fee and/or licensee service fee to be deducted from your account.
Appointment of agent Appoint a person to act on your behalf.
Authorised signatories Add or remove authorised signatories on your account.
Change of details Update your address and contact details, tax file number, distribution method, bank account details and your account name.
Direct debit authority Provide authorisation to directly credit or debit your bank account when requested.
FirstRate Term Deposit options - change of maturity instructions Update your maturity instructions
Portfolio rebate Nominate an account to include in your portfolio or to nominate/change the investment option to which your rebate will be credited.
Regular withdrawal Withdraw funds from your existing account.
Switch Switch funds between your existing account.
Transfer and acceptance of units Transfer units to another party.
Withdrawal Withdraw funds from your existing account.

Managed Investment Funds
(closed to new accounts)
Use this form to
Additional & regular investment Make an additional investment into your existing account and setup or change a regular investment plan.
Adviser nomination Nominate a new adviser or give an adviser access to information.
Adviser online transaction authority To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Appointment of agent Appoint a person to act on your behalf.
Authorised signatories Add or remove authorised signatories on your account.
Change of details Update your address and contact details, tax file number, distribution method, bank account details and your account name.
Direct debit authority Provide authorisation to directly credit or debit your bank account when requested.
Regular withdrawal Setup or change a regular withdrawal plan.
Switch Switch funds between your existing account.
Transfer and acceptance of units Transfer units to another party.
Withdrawal Withdraw funds from your existing account.

Cash Management Trusts / Premier CMT
(closed to new accounts)
Use this form to
Additional & regular investment Make an additional investment into your existing account and setup or change a regular investment plan.
Adviser online transaction authority To give an adviser and any person acting on behalf of the adviser authority to transact on your account(s) online.
Appointment of agent Appoint a person to act on your behalf.
Authorised signatories Add or remove authorised signatories on your account.
Change of details Update your address and contact details, tax file number, distribution method, bank account details and your account name.
Direct debit authority Provide authorisation to directly credit or debit your bank account when requested.
Regular withdrawal Setup or change a regular withdrawal plan.
Withdrawal Withdraw funds from your existing account.

Wholesale Mezzanine Investments Use this form to
Additional & regular investment Make an additional investment into your existing account and setup or change a regular investment plan.
Adviser nomination Nominate a new adviser or give an adviser access to information.
Appointment of agent Appoint a person to act on your behalf.
Authorised signatories Add or remove authorised signatories on your account.
Change of details Update your address and contact details, tax file number, distribution method, bank account details and your account name.
Direct debit authority Provide authorisation to directly credit or debit your bank account when requested.
Transfer and acceptance of units Transfer units to another party.
Withdrawal Withdraw funds from your existing account.

Family law & superannuation Use this form to
Request for information Learn about the way superannuation is handled by Colonial First State on the breakdown of a marriage - A Request for Information Form is included to allow you to obtain information about a superannuation account.

Insurance Use this form to
Activities questionnaire and diary You will be informed by Colonial First State should you be required to complete this form as part of your insurance claim.
Adviser report You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Anaemia questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Armed forces questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Arthritis questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Aviation questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Asthma, bronchitis or any other lung complaint questionnaire Complete this form as required when completing the insurance application in the current Product Disclosure Statement.
Bowel disorder questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Claim for Advanced Life Benefit (Claimant's Statement) Supply us with information about your employment, condition/illness, medical history and any other information relevant to claiming for an Advanced Life benefit.
Claim for Income Protection (Mental Health Management Report) You will be informed by Colonial First State should you be required to complete this form as part of your insurance claim.
Claim for Income Protection Disablement Benefit (Claimant’s Initial Statement) Supply us with information about your employment, condition/illness, medical history and any other information relevant to claiming for Salary Continuance Insurance.
Claim for Income Protection Disablement Benefits (Medical Attendant’s Statement) Allow your treating physician to provide us with information about your condition/illness for the purposes of claiming for Salary Continuance Insurance.
Claim for Income Protection Progress Certificate (Claimant’s Statement) You will be informed by Colonial First State should you be required to complete this form as part of your insurance claim.
Claim for Insurance Benefit (Employer’s Statement) Allow an employer to provide information about your employment.
Claim for Insurance Benefits (Employer’s Statement (Short)) Allow an employer to provide information about your employment.
Claim for Life Insurance Benefit Make a claim upon the death of the insured member.
Claim for Total and Permanent Disablement Benefit (Claimant’s Initial Statement) Supply us with information about your employment, condition/illness, medical history and any other information relevant to claiming for Total and Permanent Disablement.
Claim for Total and Permanent Disablement Benefits (Medical Attendant’s Statement) Allow your treating physician to provide us with information about your condition/illness for the purposes of claiming for Total and Permanent Disablement.
Confidential financial report You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Confidential lifestyle questionnaire Complete this form as required when completing the insurance application in the current Product Disclosure Statement.
Cysts, moles or skin lesions questionnaire Complete this form as required when completing the insurance application in the current Product Disclosure Statement.
Declaration of health - comprehensive You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Declaration of health - simple You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Diabetes or abnormal blood sugar questionnaire Complete this form as required when completing the insurance application in the current Product Disclosure Statement.
Drug and Alcohol questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
EFT Details for Income Protection Claims Supply us with EFT payment instructions for your Income Protection claim.
Epilepsy questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
General health questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Gout questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Headaches/ Migraines questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Hearing questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
High blood pressure questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Joint/Musculoskeletal questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Medical examination report You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Mental health questionnaire - client Complete this form as required when completing the insurance application in the current Product Disclosure Statement.
Motor sports questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Psoriasis questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Raised cholesterol questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Residency questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Self-employed questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance claim.
Sexually transmitted diseases questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Sight impairment questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Thyroid disorder questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Underwater diving questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance application.
Vocational questionnaire You will be informed by Colonial First State should you be required to complete this form as part of your insurance claim.

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.


Requirements for Anti Money Laundering & Counter Terrorism Financing laws

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.

Identification & verification Use this form to
Appointment of agent - information memorandums Appoint an agent and establish their identity for the purposes of Anti-Money Laundering laws.
Appointment of agent Appoint an agent and establish their identity for the purposes of Anti-Money Laundering laws.
Associations Establish the identity of the association for the purposes of Anti-Money Laundering laws.
Australian companies Establish the identity of the Australian company for the purposes of Anti-Money Laundering laws.
Australian regulated trusts and trustees Establish the identity of the Australian regulated trust (incl. SMSF) for the purposes of Anti-Money Laundering laws.
Foreign companies Establish the identity of the foreign company for the purposes of Anti-Money Laundering laws.
Government bodies Establish the identity of the government body for the purposes of Anti-Money Laundering laws.
Individuals & sole traders Establish the identity of the individual or sole trader for the purposes of Anti-Money Laundering laws.
Partnerships & partners Establish the identity of the partnership for the purposes of Anti-Money Laundering laws.
Power of Attorney/Guardianship order identification Provide further details of the attorney or guardian you have appointed to act on your behalf and establish their identity for the purposes of Anti-Money Laundering laws.
Registered co-operative Establish the identity of the registered co-operative for the purposes of Anti-Money Laundering laws.
Unregulated trusts and trustees Establish the identity of the unregulated trust for the purposes of Anti-Money Laundering laws.
Verifying officer Appoint a verifying officer and establish their identity for the purposes of Anti-Money Laundering laws.

 

Closure of Colonial First State Managed Investment Funds and Rollover & Superannuation Fund products

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.