Financial Partnership Portfolio Service
The Financial Partnership Portfolio Service is only available to Financial Partnership clients.
These documents are provided here for current Financial Partnership Portfolio Service clients.
Financial Partnership Portfolio Service Employer Superannuation
- Part 1 and Supplementary: Member Information Guide
- Part 2: Investment Strategies Booklet
- Part 3: Insurance Booklet
- Part 4: Employer Fund Summary
- Benefit Payment Request
- Changes to your Insurance cover
- Financial Partnership Trustee Report 2009
- Financial Partnership Trustee Report 2008
- Investment Authority (Direct Share Choice)
- Investment Authority (Easy Choice and Investor Choice)
- Investment Authority (Term Deposits)
- Term Deposit Interest Rates
- Frozen Fund Redemption Form
Financial Partnership Portfolio Service Personal Superannuation
- QROPS HM Revenue & Customs Acceptance letter
- Part 2: Investment Strategies Booklet
- Financial Partnership Trustee Report 2009
- Financial Partnership Trustee Report 2008
- Investment Authority (Direct Share Choice)
- Investment Authority (Easy Choice and Investor Choice)
- Investment Authority (Term Deposits)
- Term Deposit Interest Rates
- Financial Adviser Authority form
Do not use this form as a Change of Financial Adviser or Third Party Authority for information request. - Frozen Fund Redemption Form
Financial Partnership Portfolio Service Allocated Pension
- Part 2: Investment Strategies Booklet
- Financial Partnership Trustee Report 2009
- Financial Partnership Trustee Report 2008
- Investment Authority (Direct Share Choice)
- Investment Authority (Easy Choice and Investor Choice)
- Investment Authority (Term Deposits)
- Term Deposit Interest Rates
- Financial Adviser Authority form
Do not use this form as a Change of Financial Adviser or Third Party Authority for information request. - Frozen Fund Redemption Form
Financial Partnership Portfolio Service Investments
- Part 2: Investment Strategies Booklet
- Investment Authority (Direct Share Choice)
- Investment Authority (Easy Choice and Investor Choice)
- Investment Authority (Term Deposits)
- Term Deposit Interest Rates
- Financial Adviser Authority form
Do not use this form as a Change of Financial Adviser or Third Party Authority for information request. - Frozen Fund Redemption Form
Product/Service news!
Information in the Product Disclosure Statement/Offer Document may change from time to time. You can read about these changes by clicking on the below links.
IOOF - Your Investment Guardians