• Adviser nomination/Access to information form

  • Please phone Colonial First State Investor Services on 13 13 36 with any enquiries.

    Please complete this form using BLACK INK and print well within the boxes in CAPITAL LETTERS. Start at the left of each answer space and leave a gap between words. Please select appropriate answer boxes.

  • 1 INVESTOR DETAILS

  • This authority can only be applied to accounts currently advised by the adviser named in section 2 (below).

  • Single account holder or Joint account holder
    •  

    • INVESTOR 1 (individual accounts)

    • Title
    • Date of birth
       - -
      2 digit day, 2 digit month, 4 digit year

    • INVESTOR 2 (if applicable)

    • Title
    • Date of birth
       - -
      2 digit day, 2 digit month, 4 digit year
    •  

    • 2 ADVISER NOMINATION/ACCESS TO INFORMATION

    • Please indicate your selection by crossing one of the boxes below:

    • • declare that I/we have read the current Product Disclosure Statement (PDS) for each AIL and/or CFSIL account(s) identified in section 1 and:
      • authorise the financial adviser nominated in section 4 to be the servicing adviser for my/our AIL and/or CFSIL account(s)
      identified in section 1, and
      • authorise AIL and/or CFSIL to provide my/our nominated financial adviser with details of my investments for each AIL and/or CFSIL account(s) identified in section 1, and
      • authorise the financial adviser nominated in section 4 to update my personal details, and
      • remain bound by the terms and conditions contained in the PDS(s) (as updated from time to time) and the relevant
      Constitution(s)/Trust Deed(s) applicable to my/our AIL and/or CFSIL account(s). 

  • 2 ADVISER NOMINATION/ACCESS TO INFORMATION (CONTINUED)

  • ADVISER NOMINATION (CONTINUED)

  • • understand that as a consequence of this authorisation, if applicable, any existing:
       • Adviser Online Transaction Authority I/we have granted to any previous adviser for  my/our AIL and/or CFSIL account(s) will cease to operate
    Note: If you would like to grant your nominated adviser online transacting authority, please go to our forms library at
    www.cfs.com.au/forms and complete the Adviser Online Transaction Authority form or phone Investor Services on 13 13 36 for a copy of this form. The completed form you submit must be an original (ie not a photocopy of the completed form).
      • agree this adviser nomination will continue to operate until I/we notify AIL and/or CFSIL in writing that the adviser nominated in section 4 of this form is no longer my/our servicing adviser.

  • ACCESS TO INFORMATION ONLY

  • • authorise AIL and/or CFSIL to provide the adviser nominated in section 4 with details of my investments for each AIL and/or CFSIL account(s) identified in section 1
    • declare that I/we have read the current PDS for each AIL and/or CFSIL account(s) identified in section 1
    • agree to be bound by the terms and conditions contained in the PDS(s) (as updated from time to time) and the relevant Constitution(s)/Trust Deed(s) applicable to my/our AIL and/or CFSIL account(s)
    • agree this authorisation to access information will continue to operate until I/we notify AIL and/or CFSIL in writing that this authorisation no longer applies.

  • SIGNATURES

  • By signing this form, I/we declare all details in this form are true and correct and I/we indemnify AIL and/or CFSIL against any liabilities whatsoever arising in connection with:
    • processing this adviser nomination
    • providing the adviser nominated in section 4 with details of my investments for each AIL and/or CFSIL account(s) identified in section 1.

    Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352 AFSL 232468 (CFSIL) is the issuer of FirstChoice investment products.
  • If this form is signed under a Power of Attorney, the Attorney declares that he/she has not received notice of revocation of that power (a certified copy of the Power of Attorney should be submitted with this application unless we have already sighted it). The Attorney will also need to complete a Power of Attorney identification form which can be obtained from our forms library at www.cfs.com.au/forms or by phoning Investor Services on 13 13 36.

  • 2 ADVISER DETAILS

  • By providing your (adviser) details, you certify that you are appropriately authorised to provide financial services in relation to the AIL and/or CFSIL account(s) identified in section 1
  • Should be Empty: