Pursuit Core Investment Service Documents and Forms

Documents

• Offer Document
• Pursuit Core Investment Service forms Booklet
• Pursuit Core Investment Service investment options menu

e-Forms

• Application form
• Investment Instructions form

Forms

• Investment Instructions form
• Completing Proof of Identity
• Direct Debit Request form
• Switching form for Pursuit Core
• 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 the Offer Document.
• 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.
• Frozen Fund Redemption Form

Service news!

Information in the IDPS Guide may change from time to time. You can read about these changes by clicking on the below link.
Updated information to the Pursuit Core Investment Service IDPS Guide