Please note: IOOF Pursuit Core is closed to new business.
Product documents
Guides
Information sheets
eForms
Forms
- AML Identification forms
- Benefit Payment Request form
- CGT Small Business Concession Contribution - Election form
- Change of personal details
- Confirmation of Binding Nomination form
- Death Benefit Binding Nomination form
- Death Benefit Non-Binding Nomination form
- Electronic Communications form
- Frozen Fund Redemption Form
- High Threshold Transaction form
- Investment instructions form
- Member advice fees form
- NZ Portability/KiwiSaver Transfer form
- Pension Variation Form
- Politically Exposed Persons form
- Revocation of Binding Nomination form
- Tax File Number Declaration
- Term deposit reinvestment form
Trustee information
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2020
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2019
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2017
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2018
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2016
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2015
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2014
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2013