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PDSs, Documents and Forms

  • IOOF Pursuit
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IOOF WealthBuilder

PDS

  • Product Disclosure Statement and Application form

Fund profiles

  • Custom Choice - Australian Shares Fund - MultiMix
  • Custom Choice - Global Property Securities Fund - Perennial
  • Custom Choice - Global Shares High Alpha Fund - Perennial
  • Custom Choice - High Conviction Shares Fund - Perennial
  • Custom Choice - International Shares Fund - MultiMix
  • Custom Choice - Smaller Companies Fund - Perennial
  • Easy Choice - Australian Shares Fund
  • Easy Choice - Balanced Fund
  • Easy Choice - Capital Guaranteed Fund
  • Easy Choice - Capital Stable Fund
  • Easy Choice - Fixed Interest Fund
  • Easy Choice - High Growth Fund

Information sheets

  • Financial Services Guide

eForms

  • Additional Investment form - eForm
  • Application eform
  • Loan Facility Application and Loan Contract Schedule - eForm
  • Switching Instruction form - eForm

Forms

  • Additional Investment form
  • Completing Proof of Identity
  • Direct Debit Request form
  • Guide to making payments via BPAY
  • Investment Withdrawal form
  • Loan Facility Application and Loan Contract Schedule
  • Nomination of Beneficiaries
  • Regular Withdrawal form
  • Switching Instruction form
  • Transfer of Ownership form

Brochure

  • Education savings
  • Planning & building your future
  • Tax management

News

  • Product update - December 2011
  • Product update - May 2012
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