Digital solutions update

We're pleased to announce some changes happening from 27 July 2020. Colonial First State will be permanently accepting electronic signatures on select forms signed via AdobeSign/DocuSign. We are also adding more Colonial First State forms to save you time and effort. Please see below for more updates on our digital solutions.

Electronic signatures obtained via AdobeSign/DocuSign

In May this year, we committed to helping you and your clients by making it easier to obtain electronic signatures on select forms using AdobeSign/DocuSign.

 

We’re pleased to let you know that from 27 July 2020, we are permanently accepting electronic signatures for a range of Colonial First State forms, and have also added a number of Australian Taxation Office (ATO) and Financial Services Council (FSC) forms.

 

See Electronic signatures obtained via AdobeSign/DocuSign for more information.  

Digital Communications Tool in FirstNet Adviser

If you use FirstNet Adviser, we encourage you to obtain electronic signatures using the Digital Communications Tool and its built-in two-factor authentication feature. From 27 July, we'll also be adding new forms including some Australian Taxation Office (ATO) forms.


See the Digital Communications Tool page for more information.
 

For FirstChoice members – No pen required, now a permanent solution

We’re also pleased to let you know that on a permanent basis, members will be able to complete and sign most Colonial First State forms using Adobe Reader and submit these to us via ePost in FirstNet Investor.

 

See No pen required – how to submit your form for more information.

 

More information

If you have any further questions about our digital solutions please speak with your local Business Development team or call us on:

  • FirstChoice - Adviser Services team on 13 18 36 (8am – 7pm, Monday to Friday, Sydney time)
  • FirstWrap Service and Support on 1300 769 619 (Monday to Friday, 8am-7pm, Melbourne time).

 

Disclaimer


Adviser use only


Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (Colonial First State) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. 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 of June 2020. 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 colonialfirststate.com.au or by calling us on 13 18 36.

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