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IOOF Portfolio Service Investments > Documents and Forms

IOOF Portfolio Service Investments Documents and Forms

Documents

Direct Debit Request
Fee Aggregation Application
Investment Authority (Easy Choice and Investor Choice)
Term Deposit Interest Rates
Flexi Trust Product Disclosure Statement and Application form
The Flexi Trust Product Disclosure Statement provides information on the IOOF/Perennial Cash and Income Fund and should be read in conjunction with Part 1: General Information and Application Form.
Regular Withdrawal Plan and Automatic Withdrawal Facility form
AML Identification forms
Withdrawal form
Financial Adviser Authority form
Do not use this form as a Change of Financial Adviser or Third Party Authority for information request.
Offer Document - Ex-IGO Investors - Expired
This Offer Document has expired and is provided for information purposes only
Frozen Fund Redemption Form

Information in the Offer Document may change from time to time. You can read about these changes by clicking on the below link.
Updated information to the IOOF Portfolio Service Investments Offer Document

IOOF - Your Investment Guardians