Product Documents
Easy access to all our Product Documents
Product Documents
Here you can find all our product documents
Product Disclosure Statement
Investment Guide
Member Guide
Statement of Compliance
Fee Summary - Feb 2021
Product Summary
Superannuation Application Form
APSS263 - AESF
Form 11 – Work Test Declaration
[If aged 67 or over]
Form 1 – Beneficiary Nomination
Form 2 – Adviser Appointment / Remuneration
Form 3 – ATO Foreign Super Transfer
Form 4 – Benefit Payment Request
Form 5 – Change of Member Details
Form 6 – Change of Pension Payment Details
APSS241 - Change of Member Residency
Form 8 – Investment Switch & Strategy
Form 9 – Proof of Identity
Form 10 – Cancel Existing Insurance Cover
Form 11 – Work Test Declaration
Form 12 – Member Contribution
Form 13 – ATO Rollover Initiation Request
Form 14 – Authorised Representative Appointment
Form 15 – FCA Safeguarded Benefits
Pension Application Form
APSS263 - AESF
Non-Financial Adviser Business Representative Appointment Form
Personal Individual Representative Appointment Form
Departing Australia Superannuation Payment (DASP) Factsheet
Checklist for New Business Requirements
Document Certification Requirements
Investment Information Sheet
New Business - POI and POA Requirements
Login Guide - For Members
Login Guide - For Advisers
AESF Annual Report 2020
AESF Annual Report 2019
AESF Annual Report 2018
AESF Annual Report 2017
Change of Fund Administrator for the AESF - 05 Feb 2021
Change of Trustee for the AESF
AESF PMIF PDS Update Notice
Important Notice
Product Disclosure Statement
Product Disclosure Statement – Australian Consumers
Statement of Investment Policy & Objectives
Other Material Information
Conflict of Interest
Application Form
Application Form - Australian Consumers
Adviser Appointment Form
Benefit Request Form
Change of Member Details
Contribution Notification
Email and Fax Indemnity
Execution Only Transfer Form
Investment Instruction
Investment Switch Instruction
Nominated Beneficiaries
Verification of Identity
APSS263 - IVCM NZ PIE
Transfer Out Form
Fund Update - 31 December 2020
IVCM Emirates Active Fund – Class C
IVCM Emirates Balanced Fund – Class C
IVCM Vanguard Conservative Index Fund
IVCM Vanguard LifeStrategy 40% Equity Fund
IVCM Vanguard LifeStrategy 60% Equity Fund
Archived Fund Update
- IVCM Emirates Active Fund – Class C – 31 December 2019
- IVCM Emirates Balanced Fund – Class C – 31 December 2019
- IVCM Vanguard LifeStrategy 40% Equity Fund – 31 December 2019
- IVCM Vanguard LifeStrategy 60% Equity Fund – 31 December 2019
- IVCM Vanguard Conservative Index Fund – Fund Update – 31 December 2019
- IVCM Emirates Active Fund – Class C – 30 September 2019
- IVCM Emirates Balanced Fund – Class C – 30 September 2019
- IVCM Vanguard LifeStrategy 40% Equity Fund – 30 September2019
- IVCM Vanguard LifeStrategy 60% Equity Fund – 30 September 2019
- IVCM Vanguard Conservative Index Fund – Fund Update – 30 September2019
- IVCM Emirates Active Fund – Class C – 31 December 2018
- IVCM Emirates Balanced Fund – Class C – 31 December 2018
- IVCM Vanguard LifeStrategy 40% Equity Fund – 31 December 2018
- IVCM Vanguard LifeStrategy 60% Equity Fund – 31 December 2018
- IVCM Vanguard Conservative Index Fund – Fund Update – 31 December 2018
- IVCM Emirates Active Fund – Class C – 30 September 2018
- IVCM Emirates Balanced Fund – Class C – 30 September 2018
- IVCM Vanguard LifeStrategy 40% Equity Fund – 30 September 2018
- IVCM Vanguard LifeStrategy 60% Equity Fund – 30 September 2018
- IVCM Vanguard Conservative Index Fund – Fund Update – 30 September 2018
- IVCM Vanguard International Shares Index Fund (Hedged) – NZD Class – Fund Update – 30 September 2018
- IVCM Bentham Wholesale Global Income Fund – 30 June 2018
- IVCM Emirates Active Fund – Class C – 30 June 2018
- IVCM Emirates Active Fund – 30 June 2018
- IVCM iShares Core Moderate Fund – Fund Update – 30 June 2018
- IVCM Emirates Balanced Fund – Class C – 30 June 2018
- IVCM Emirates Balanced Fund – 30 June 2018
- IVCM iShares UK Corporate Bond Fund – 30 June 2018
- IVCM Vanguard LifeStrategy 40% Equity Fund – 30 June 2018
- IVCM Vanguard LifeStrategy 60% Equity Fund – 30 June 2018
- IVCM Vanguard Australian Shares Fund – 30 June 2018
- IVCM Vanguard Balanced Index Fund – 30 June 2018
- IVCM Vanguard Conservative Index Fund – Fund Update – 30 June 2018
- IVCM Vanguard FTSE 100 Fund – Fund Update – 30 June 2018
- IVCM Vanguard International Shares Index Fund (Hedged) – NZD Class – Fund Update – 30 June 2018
- IVCM Bentham Wholesale Global Income Fund – 31 March 2018
- IVCM Emirates Active Fund – Class C – 31 March 2018
- IVCM Emirates Active Fund – 31 March 2018
- IVCM iShares Core Moderate Fund – Fund Update – 31 March 2018
- IVCM Emirates Balanced Fund – Class C – 31 March 2018
- IVCM Emirates Balanced Fund – 31 March 2018
- IVCM iShares UK Corporate Bond Fund – 31 March 2018
- IVCM LifeStrategy 40% Equity Fund – 31 March 2018
- IVCM LifeStrategy 60% Equity Fund – 31 March 2018
- IVCM Vanguard Australian Shares Fund – 31 March 2018
- IVCM Vanguard Balanced Index Fund – 31 March 2018
- IVCM Vanguard Conservative Index Fund – Fund Update – 31 March 2018
- IVCM Vanguard FTSE 100 Fund – Fund Update – 31 March 2018
- IVCM Vanguard International Shares Index Fund (Hedged) – NZD Class – Fund Update – 31 March 2018
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 2020
IVCM (NZ) PIE Superannuation Fund - Annual Report 2020
Financial Statements – 30 September 2019
IVCM (NZ) PIE Superannuation Fund - Annual Report 2019
Annual report for the period 1 Oct 2017 to 30 Sep 2018
Annual report for the period 1 Oct 2016 to 30 Sep 2017
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 - 2021
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
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