Financial Adviser Resources
Name
Description
Appointing or Replacing a Bond Guardian
Description
Appointing or Replacing a Bond Guardian
Appointing or Replacing a Bond Representative
Description
To appoint or replace a Bond Representative.
Bond Guardian Activation Form
Description
To activate the authority of a Bond Guardian to act on behalf of a Bond Owner due to their death or mental or physical incapacitation.
Change of Bond Details Form
Description
Change your Bond term, contact details or appoint/nominate/replace an Education Beneficiary.
Dealer Group Registration Form and Recipient Created Tax Invoice (RCTI) Agreement
Description
Register your dealer group to receive Financial Adviser remuneration from us.
Education Claim Authorisation Form
Description
For Bond Owner to authorise the Education Beneficiary to make Claims.
Name
Description
Bond Term Death Maturity Claim Form
Description
When your Bond reaches the end of its Bond term - (when death of the last Bond Owner is selected)
Bond Term Maturity Claim Form
Description
When your Bond reaches the end of its Bond Term (when a set number of years is selected).
Education Benefit Claims or Other Withdrawals
Description
Make Education Bond Claims or Other Withdrawals (Any Purpose).
Estate Finalisation Claim Form
Description
When the last Life Insured passes away prior to the Bond Term expiring.
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