Additional/regular investments
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- Marjory Carter
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1 Additional/regular investments Portfoliofocus Investment Service Portfoliofocus Superannuation Service Please tick where appropriate: make an additional investment (sections 1, 2, 3, 5, 6, 10, 11 and 12. Sections 4 and 9 are optional) change my current additional investment allocation for future deposits (sections 1, 3, 5, 10, 11 and 12) set up a regular investment (direct debit only) (sections 1, 5,, 9, 10, 11 and 12. Section 3 is optional) change regular investment details (sections 1, 8, 10, 11 and 12. Section 3 is optional) Please complete these instructions in BLACK INK using BLOCK letters. Return to us at: GPO Box 124 Melbourne Victoria 3001 Tel: Fax: Investor details Investor account name Investor account number Account type Portfoliofocus Premium Investment Service Portfoliofocus Premium Retirement Service Superannuation Service Portfoliofocus Essentials Investment Service Portfoliofocus Essentials Super Service 2. Investment amount My contribution $ A Select Margin Loan draw down $ B (only applicable to Investment accounts) (subject to approval) Total $ C = A+B
2 3. Investment allocation Invest as per my additional investment allocation OR Reinvest Amount ($ or %) earnings # * Investment name(s) APIR/ASX Code (Minimum $500 per share) (yes or no) Total If there is an existing automatic re-weighting facility and the above allocation is not in line with your target allocation, the automatic re-weighting facility will be cancelled. # Managed funds only. * For Portfoliofocus Essentials your selection will apply to all your holdings, partial reinvestment of earnings is not available. Note: Some investment funds are classified as illiquid investments and may take longer to redeem from the other investment funds. If you invest in these funds you may not be able to transfer your benefit within 30 days. Refer to the current respective PDS and Investment Allocation Authority for further information. If your Investment Allocation includes investment funds which are no longer available or if the investment minimum is not met, this component of your additional investment will remain in your Cash Account until you nominate an alternative investment. An investment fund may become unavailable for further investment because it has been closed by the investment manager or taken off the Investment Allocation Authority. 4. Progressive investment I wish to use the progressive investment facility* Preferred date for first instalment (if no date is specified the first instalment will commence on the next processing date) Instalment amount (this amount must be the monthly or quarterly amount) $,. Number of instalments Frequency Monthly Quarterly * Using the progressive investment facility will cancel any existing automatic re-weighting facility. 5. Contribution type (superannuation accounts only) Personal Contribution concessional Personal Contribution non-concessional Eligible Spouse Contribution Rollover Employer Contribution employer name Other
3 6. Payment details is the preferred payment method for fast allocation of contributions. To make contributions to Portfoliofocus via BPAY, please follow the below instructions: 1. enter the Biller code for the account you are making a contribution to Account Biller code Portfoliofocus Premium Investment Service / Portfoliofocus Premium Retirement Service Portfoliofocus Essentials Investment Service / Portfoliofocus Essentials Super and Pension Service enter your Customer Reference Number, which is: <contribution code> + <Portfoliofocus BPAY Reference Number> Contribution code is determined by the contribution type (see below table) Account type Contribution type Contribution code Portfoliofocus Premium Employer: Superannuation Guarantee / Salary Sacrifice / Employer Additional 11 Retirement Service / Personal concessional 12 Portfoliofocus Essentials Super Personal non-concessional 13 and Pension Service Spouse 15 Portfoliofocus Premium Investment Service / Portfoliofocus Essentials Investment Service Investment 44 Portfoliofocus BPAY Reference Number can be found on your account statement, on investinfo.com.au/portfoliofocus in your personal information section, or by contacting Client Services on Direct debit complete section 9 Cheque Cheques should be made payable to your account type (eg Portfoliofocus Premium Retirement Service) EFT Electronic Funds Transfer To pay via EFT you will need to register as an EFT payer. Once registered, you will be provided with our bank account details and your unique EFT Identification Code. To register for EFT please go to investinfo.com.au/portfoliofocus If you have any enquiries regarding the online registration process please call Note: Neither the Trustee nor Navigator will be held liable for delays in purchasing and allocating investment products as a result of receiving insufficient or incorrect information when you submit funds via an electronic transfer. Registered to BPAY Pty Ltd ABN Set up a regular investment (direct debit only) My regular investment is made up of: My regular contribution $ D Select Regular Gearing monthly amount $ E (only applicable to investments) (subject to approval) Total $ F = D+E Frequency Monthly # Quarterly Half yearly Yearly # Note: if nominating a regular investment for Access or the Select Regular Gearing facility, only monthly frequency is available. Deposits will be issued as per your current additional investment instructions. If you wish to change these instructions, please complete section 3
4 8. Change regular investment details Please tick where appropriate: change my regular investment to $, from * suspend my regular investment from recommence my regular investment from cancel my regular investment from change my regular investment allocation (complete section 3) Frequency Monthly Quarterly Half yearly Yearly * If wanting to change the investment amount for Select Regular Gearing also complete section. 9. Direct debit request I wish to set up a direct debit request I/We (Surname or Company name) (Given names or ABN) As the holder of the below account, I request Navigator Australia Limited for Investment accounts or NULIS Nominees (Australia) Limited for Super accounts, to draw money from my account. I acknowledge this direct debit arrangement is governed by the Direct Debit Request Service Agreement set out at investinfo.com.au/portfoliofocus I consent to the agreement being made available at investinfo.com.au/portfoliofocus, as well as to the terms and conditions of the agreement. Details of account to be debited Name of financial institution Account name BSB number - First direct debit date Account number If no date is specified, this will run of the next business day after processing. Authorised Signatory 1 Authorised Signatory 2
5 10. Adviser remuneration A) Additional investment remuneration. % (to a maximum of 4.29%) OR $, * (to a maximum of 4.29%) Deferred entry fee option 1* Deferred entry fee option 2* * Available for one-off contributions only. B) Regular investment remuneration Customised. % (to a maximum of 4.29%) Note: The remuneration specified here will apply for all regular investments made until we are instructed otherwise. Adviser share transaction fee (not applicable for Portfoliofocus Essentials) $ (maximum of $110 per share trade) OR. % (maximum of 1.10% of trade value) 11. Authorisation I/We have read the current Product Disclosure Statement (including the section concerning illiquid investments) or IDPS Guide as applicable to my/our investment; have read and understood the separate terms and conditions outlined in the Select Margin Loan Booklet (if applicable); understand, and accept, that a period of longer than the 30 days maximum for processing a transfer is required (possibly in respect of the whole of the transfer amount) where I have invested, or subsequently invest, in an investment product identified in the current Investment Allocation Authority as an illiquid investment; and where I/we am/are providing a direct debit authority at section 9, I/we declare that I/we have read the direct debit service agreement as provided to me/us and agree to be bound by its details. Privacy I/We understand that by completing this form, I/we am/are consenting to my/our personal information being used and disclosed as outlined in the Privacy Policy, which I/we can obtain by contacting Portfoliofocus Client Services or through investinfo.com.au/portfoliofocus Signature of Investor 1/Authorised Person Signature of Investor 2/Authorised Person
6 12. Adviser details Adviser name Contact name (if different) Contact phone number Trustee: NULIS Nominees (Australia) Limited ABN AFSL Operator: Navigator Australia Limited ABN AFSL MLC Superannuation Fund ABN A
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Personal Super Application forms Product Disclosure Statement Part 3 Application forms Issue No 2011/1, dated 11 April 2011 Investments in FirstChoice Personal Super are offered from the Colonial First
APPLICATION FORM. What You Need to Complete the Application. Entity Type. Account Details. BSB / CMA Number: For Personal Accounts:
APPLICATION FORM BSB / CMA Number: What You Need to Complete the Application For Personal Accounts: * Personal details including date of birth, occupation and residential address. * Tax File Number or