Investment Bond Downloads

Product Disclosure Statements

Flexible Investment Bond Product Disclosure Statement
     7 May 2009
PDS Update

Forms

Application Forms

To obtain a copy of the Application form, please download a copy of the Product Disclosure Statement (above)

  • For individual or joint investors please see;
    • Individual/ Joint Application section (pages A3 to A4), and 
    • the Signature section (page A11)
  • For company investors please see;
    • the Company application section (pages A5 to A6), and
    • the Signature section (page A11)
  • For trustee investors please see;
    • the Trustee application section (pages A7 to A9), and
    • the Signature section (page A11)

Additional Investment Plan Direct Debit Request (DDR) Form

If you are intending to make regular investments under the Additional Investment plan you will need to complete the Additional Investment plan DDR from on page A12.
Direct debit arrangements are governed by the terms of the DDR Service Agreement on Mage A13. You should retain a copy of the DRR Service Agreement for your records

Application to Switching Form

Redemption Requests

To make a redemption, please call our Investor Services Team on 1300 50 50 50

 

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* Disclaimer Issued by Over Fifty Mutual Friendly Society (OFMFS) AFSL 230867 (ABN 79 087 649 054). OFMFS believes that the information contained in this advertisement is accurate, but makes no representation as to its accuracy or completeness. To the maximum extent permitted by law OFMFS excludes liability for any loss or damage arising from use of the information contained in this advertisement. Offers for investment in Flexible Investment Bonds must be made on the application form attached to the Product Disclosure Statement (PDS) which will, following registration of the Bonds as a managed investment scheme be available from OFMFS. The PDS should be considered before making any investment decision.

This advertisement provides general information only, and does not take account of any person’s individual objectives financial situation or needs. These should be considered before any investment decision is made. We recommend that you speak with a licensed financial adviser.
 

 

 

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