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Transitioning to the

Transitioning to the

new PDS

new PDS

 

Transitioning to the new PDS

Below are the key dates for transitioning to the new PDS.

 

  • FirstChoice Wholesale Personal Super, Pension and Investment application forms dated October 2018 will be accepted for 3 months until 3pm 3 September 2019

  • FirstChoice Employer Super - Employer: Application forms signed prior to 3 June 2019, with a plan commencement before 3 September 2019 can be accepted, subject to confirmation that the new PDS and Key Changes Flyer has been provided to the employer.

     

    FirstChoice Employer Super - Member: Employee members will receive the correct PDS in their welcome kits after their account is funded

  • FirstChoice insurance applications from the October 2018 PDS signed and dated prior to the new PDS will be accepted for 21 days until 3pm 24 June 2019.

Disclaimer

Adviser Use Only

Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (Colonial First State) is the issuer of FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension, FirstChoice Employer Super offered from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. It also issues interests in the Rollover & Superannuation Fund (ROSCO) and Personal Pension Plan (PPP) offered from the Colonial First State Rollover & Superannuation Fund ABN 88 854 638 840. Colonial First State also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This is based on the understanding of current regulatory requirements and laws as at 14 March 2019. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Colonial First State or any member of the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. This document provides information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from or by calling us on 13 18 36.

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