Product Documents

Easy access to all our Product Documents

Product Documents


Here you can find all our product documents

Product Disclosure Statement

AESF Forms

Investment Guide

AESF Forms

Member Guide

AESF Forms

Statement of Compliance

AESF Forms

Superannuation Application Form

AESF Forms

APSS263 - AESF

AESF Forms

Form 11 – Work Test Declaration

AESF Forms

[If aged 67 or over]

Form 1 – Beneficiary Nomination

AESF Forms

Form 2 – Adviser Appointment

AESF Forms

Form 3 – ATO Foreign Super Transfer

AESF Forms

Form 4 – Benefit Payment Request

AESF Forms

Form 5 – Change of Member Details

AESF Forms

Form 6 – Change of Pension Payment Details

AESF Forms

APSS241 - Change of Member Residency

AESF Forms

Form 8 – Investment Switch & Strategy

AESF Forms

Form 9 – Proof of Identity

AESF Forms

Form 11 – Work Test Declaration

AESF Forms

Form 12 – Member Contribution

AESF Forms

Form 13 – ATO Rollover Initiation Request

AESF Forms

Form 14 – Authorised Representative Appointment

AESF Forms

Form 15 – FCA Safeguarded Benefits

AESF Forms

Pension Application Form

AESF Forms

APSS263 - AESF

AESF Forms

Checklist for New Business Requirements

AESF Forms

Password Reset Process

AESF Forms

Change of Member Details online

AESF Forms

Guide to Access AESF Account

AESF Forms

Document Certification Requirements

AESF Forms

Investment Information Sheet

AESF Forms

AESF Annual Report 2019

AESF Forms

AESF Annual Report 2018

AESF Forms

AESF Annual Report 2017

AESF Forms

AESF PMIF PDS Update Notice

AESF Forms

Important Notice

AESF Forms

Product Disclosure Statement

IVCM NZ PIE Superannuation Fund

Product Disclosure Statement – Australian Consumers

IVCM NZ PIE Superannuation Fund

Statement of Investment Policy & Objectives

IVCM NZ PIE Superannuation Fund

Other Material Information

IVCM NZ PIE Superannuation Fund

Conflict of Interest

IVCM NZ PIE Superannuation Fund

Application Form

IVCM NZ PIE Superannuation Fund

Application Form - Australian Consumers

IVCM NZ PIE Superannuation Fund

Adviser Appointment Form

IVCM NZ PIE Superannuation Fund

Benefit Request Form

IVCM NZ PIE Superannuation Fund

Change of Member Details

IVCM NZ PIE Superannuation Fund

Contribution Notification

IVCM NZ PIE Superannuation Fund

Email and Fax Indemnity

IVCM NZ PIE Superannuation Fund

Execution Only Transfer Form

IVCM NZ PIE Superannuation Fund

Investment Instruction

IVCM NZ PIE Superannuation Fund

Investment Switch Instruction

IVCM NZ PIE Superannuation Fund

Nominated Beneficiaries

IVCM NZ PIE Superannuation Fund

Verification of Identity

IVCM NZ PIE Superannuation Fund

APSS263 - IVCM NZ PIE

IVCM NZ PIE Superannuation Fund

Transfer Out Form

IVCM NZ PIE Superannuation Fund

Fund Update - 30 June 2020

IVCM Emirates Active Fund – Class C

IVCM NZ PIE Superannuation Fund

IVCM Emirates Balanced Fund – Class C

IVCM NZ PIE Superannuation Fund

IVCM Vanguard Conservative Index Fund

IVCM NZ PIE Superannuation Fund

IVCM Vanguard LifeStrategy 40% Equity Fund

IVCM NZ PIE Superannuation Fund

IVCM Vanguard LifeStrategy 60% Equity Fund

IVCM NZ PIE Superannuation Fund

Archived Fund Update

We are currently updating this section

We are currently updating this section

We are currently updating this section

We are currently updating this section

Financial Statements – 30 September 2019

IVCM NZ PIE Superannuation Fund

IVCM (NZ) PIE Superannuation Fund - Annual Report 2019

IVCM NZ PIE Superannuation Fund

Annual report for the period 1 Oct 2017 to 30 Sep 2018

IVCM NZ PIE Superannuation Fund

Annual report for the period 1 Oct 2016 to 30 Sep 2017

IVCM NZ PIE Superannuation Fund

Trust Deed and Documents

IVCM NZ PIE Superannuation Fund

Archived Fund Update

Application Form

Key Features

Terms and Conditions

Fees Schedule

Investment Policy

Form 1 - Appointment of Adviser

Form 2 - Benefit Request

Form 3 - Change of Details & Beneficiary Nomination

Form 4 - Early Encashment Declaration

Form 5 - Execution Only Transfer Declaration

Form 6 - QROPS Professional Client Declaration

Form 7 - Structured Product Declaration

Form 8 - Unlisted Share Questionnaire

Application Form

Key Features

Terms and Conditions

Fees Schedule

Form 1
Benefit Payment Form

Form 2
Contributions Form

Form 3
Illustration Request Form

Form 4
Change or Removal of Adviser

Form 5
Information-Only Adviser Setup

Form 7 - Change of Personal
Information and Beneficiaries

Form 8
Appropriateness Test

Form 9
Early Encashment Declaration

Form 10 - Transfer Out
and Discharge Form

Form 11
Transfer Out to QROPS

Form 12
Death Claim Notification

Form 13 - Property
Purchase Questionnaire

Form 14
QROPS Due Diligence

Any Questions?


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