New Business

Building relationships, trust and supporting you to provide the same service to your clients.

We strive to make the new business process as easy and as transparent as possible for you. When applications are submitted our New Business processing team will keep regular contact with you to ensure everything is in order and applications and pension transfers can be processed as efficiently as possible.

Our requirements differ depending on whether you are setting up an Australian Expatriate Superannuation Fund or our NZ PIE Superannuation Fund.

If you are submitting an application to AESF on behalf of your client, you must complete the following AESF Forms:

NOTE: You cannot DocuSign the Transfer Request and Declaration form.

Please also provide us with the following:

  1. Original UK Transfer Discharge Forms (Signed by the member)
  2. The member’s Identification Documents – Certified Copy of a passport or Driving license and 2 Utility bills (The UK Scheme provider requires two different Utility Bills)

For more details, please check the following:

Post all of this documentation to our office in Australia :

IVCM (Aust) Pty Ltd

Level 10, 20 Martin Place, Sydney, NSW, 2000

We can start the process with a scanned copy of this paperwork. Please email your documents to newbusiness@ivcm.com, and a member of our team will respond to you.

NEW BUSINESS FULL PACK

Download our full New Business pack.

Within this pack, we have included all of the above. We have also included our disclosure documents and extra guides to help you with this process. 

Forms

  • AESF Application Form
  • APSS263 Form
  • Transfer Request & Declaration Form

Disclosures

  • Product Disclosure Statement
  • Member Guide
  • Investment Guide
  • Fee Summary

Guides

  • OneVue Online Portal Adviser Login Guide
  • Investment Information Sheet
  • DocuSign Guide
  • New Business Requirements Checklist
  • Document Certification Guide
  • New Business Proof of Identification & Address Guide

NEED FURTHER GUIDANCE?

If you need further guidance on the requirements, our team also offers product training and new business process training.

If you would like to book a training session, please get in touch with your account manager or email your request to enquiries@ivcm.com

For all NZ PIE Super applications, you must complete the following Forms:

NOTE: DocuSign does not apply to any of our NZ Super forms. 

Please also provide us with the following:

  1. Original UK Transfer Discharge Forms (Signed by the member)
  2. The member’s Identification Documents – Certified Copy of a passport or Driving license and 2 Utility bills (The UK Scheme provider requires two different Utility Bills)

Post all of this documentation to our office in Australia:

IVCM (Aust) Pty Ltd

Level 10, 20 Martin Place, Sydney, NSW, 2000

We can start the process with a scanned copy of this paperwork, but ultimately we need the original signed paperwork to finalise the transfer of funds.

Please email your documents to newbusiness@ivcm.com, and a member of our team will respond to you.

NEW BUSINESS FULL PACK

Download our full New Business pack.

Within this pack, we have included all of the above. We have also included the following guides:

Forms

  • NZ PIE Application Form – For Australian Consumers
  • NZ PIE Application Form

Disclosures

  • Product Disclosure Statement – for Australian Consumers
  • Product Disclosure Statement

NEED FURTHER GUIDANCE?

If you need further guidance on the requirements, our team also offers product training and new business process training.

If you would like to book a training session, please get in touch with your account manager or email your request to enquiries@ivcm.com

Any Questions?

Contact us today for some FREE expert support and guidance and one of our consultants would be happy to answer any questions you have.