File format
These documents are in Portable Document Format (PDF).
To view them you'll need a PDF reader such as Adobe Acrobat Reader, which you can download free of charge from the Adobe website.
IOOF WealthBuilder Documents and Forms
Documents and Forms
- Product Disclosure Statement and Application form
- Additional Investment form
- Switching Instruction form
- Direct Debit Request form
- Nomination of Beneficiaries
- Transfer of Ownership form
- Investment Withdrawal form
- Regular Withdrawal form
- Loan Facility Application and Loan Contract Schedule
- Completing Proof of Identity
- Guide to making payments via BPAY®
e-Forms
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Application form
Before downloading, completing and signing the IOOF WealthBuilder Application Form, you must first read the IOOF WealthBuilder Product Disclosure Statement (PDS) that accompanies this Application Form, which is also available from this web site. By completing and signing this Application Form, you agree to the PDS being given to you by being made available on this web site and you acknowledge that you have received and read the PDS. - Additional Investment form
- Switching Instruction form
- Loan Facility Application and Loan Contract Schedule
Brochures
Fact sheets
Easy Choice options
- WealthBuilder Capital Guaranteed Fund
- WealthBuilder Capital Stable Fund
- WealthBuilder Fixed Interest Fund
- WealthBuilder Balanced Fund
- WealthBuilder Australian Shares Fund
- WealthBuilder High Growth Fund
Custom Choice options
- WealthBuilder Australian Shares Fund - MultiMix
- WealthBuilder International Shares Fund - MultiMix
- WealthBuilder Smaller Companies Fund - Perennial
- WealthBuilder High Conviction Shares Fund - Perennial
- WealthBuilder Global Property Securities Fund - Perennial
- WealthBuilder Global Shares High Alpha Fund - Perennial
IOOF - Your Investment Guardians