Forms & Reports

The following forms make changing or updating your personal instructions or information quick and easy. Simply download and print the required form, fill in the details and give it to your financial adviser or send it directly to Austock Life (mailing address is detailed on each form).

Reports


Investment Menu monthly performance updates


Product update

A two page monthly fact sheet for the 14A Tax-Paid Term Deposits portfolio


A two page monthly fact sheet for the UF10 Sectoral Blend portfolio


Financial Adviser Reference Sheet

Our 12 page annual report for Austock Life

Transaction Forms

Switch between Investment Portfolio Options
Make a partial or full withdrawal from my Bond
Change or appoint an Authorised Representative
Change of Investment Term
Change my contact details
Change to Direct Debit details

Make a single direct debit request from my/our account to my/our selected Imputation Bond Investment Options

Nominate or change existing beneficiaries to my Imputation Bonds

Transfer Bond ownership.

For Advisers that wish to order our marketing products


Make regular withdrawals from my Bond


Perpetual Mortgage Fund – Instructions for Perpetual Release Entitlements


Investment Term Extension Form


Payment Instructions Upon Maturity

Product Materials

An overview of Imputation Bonds, ChildBuilder and Tax-Paid Term Deposits brochures.

A brochure of ChildBuilder and its strategies, structure and case studies.

Product Disclosure Statement (PDS) in :
Part A – Product Features Booklet
Part B – Investment Menu Booklet
Part C – Application Form

Note: Austock Life's Forms are in PDF format. You will require a PDF reader to access these documents. Below is a link to obtaining Adobe Acrobat Reader, which can be used to read PDF documents. 

 

Download  Adobe Acrobat Reader.

This Application Form accompanies the Part A PDS and is dated 30 April 2015.

Before you sign it, Austock Life is obliged to have provided you with the full PDS comprising the Part A PDS and Part B PDS. They contain important information about Imputation Bonds and ChildBuilder Bonds that will help you to understand the products and to decide whether they are appropriate for your needs. Please read the PDS, and if you have any queries, consult with your Financial Adviser or contact us.

Please note: If the PDS does not open up, please enable Adobe Reader in browser plugins using the following steps:

  • Install Adobe Reader or Adobe Acrobat if it is not already installed
  • Open Google Chrome. In the address bar, type about:plugins
  • The Plug-ins Tab will open, click the Enable link for Adobe Acrobat or Reader.
  • Close the Plug-ins tab and restart Chrome.
View PDS