Want to know how to add to your investments more easily?
If you’d like to arrange a one-off direct debit payment, by phone, online or by post, you must have previously supplied us with a direct debit authorisation to allow us to draw from your bank account. If needed, you can obtain a direct debit authorisation form from colonialfirststate.com.au or by calling us on 13 13 36 (remember to mail it back to us for processing). How to add to your investment via the internet Step 1 With your Online Identification Number (OIN) and Personal Identification Number (PIN) handy, access FirstNet Investor by visiting colonialfirststate.com.au and clicking on [FirstNet login]. Step 2 Under [Transact] on the left navigation menu, click [Additional investment]. Step 3 Enter the amount you wish to invest. Then scroll down and select the bank account to be debited for this investment. Then click [Next]. Step 4 Check the details of your investment and follow the instructions to proceed. Step 5 Your additional investment is confirmed with a reference number. Please ensure you record or print your transaction reference number shown at the top of the page. Please note that fees may be charged by your bank if there is not enough money to cover the request. How to add to your investment by phone Step 1 Locate your account number and keep it handy. Step 2 Call us on 13 13 36 to organise the Direct Debit payment. You will need to confirm your account details (for security How to add to your investments purposes) and advise the date, amount and account you would like the payment made to. Step 3 We will then send you written confirmation once we have processed your additional investment. Cheque If you prefer to post your additional investment, please make your cheque payable to* Colonial First State – [investment product] – [account holder name] and mail to:Colonial First State GPO Box 3956, NSW 2001 Contact us Investor Services 13 13 36, Monday to Friday, 8am to 7pm, Sydney time Fax 02 9303 3200 Website colonialfirststate.com.au Email [email protected] Mail GPO Box 3956, Sydney NSW 2001 * If you are an employer and your payment is for multiple employees, please attach a remittance advice detailing the employees investor account number, contribution type, and amount per employee. This document is intended to provide general information only and does not take into account your individual objectives, financial situation or needs. You should assess whether the information is appropriate for you read, the relevant Product Disclosure Statement, and consider talking to a financial adviser before making an investment decision. Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) is the issuer of interests in FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension and FirstChoice Employer Super from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and interests in the Rollover & Superannuation Fund and the Personal Pension Plan from the Colonial First State Rollover & Superannuation Fund ABN 88 854 638 840 and interests in the Colonial First State Pooled Superannuation Trust ABN 51 982 884 624. Want to know how to add to your investments more easily? Here are some options together with simple step-by-step instructions for each. You can choose from any of the options listed in the table below. You can also give this to your employer if they are making contributions to your super on your behalf. Ways to contribute Possible options Internet (your bank’s website) EFT, Bpay® Internet (Colonial First State) Direct Debit Phone (your bank) Bpay® Phone (Colonial First State) Direct Debit Mail (Colonial First State) Cheque, Direct Debit To be able to control when and how you add to your investments, you can use any of the simple steps on the following pages. Please note that for security reasons we are unable to update or perform transactions on your account if the request is received by email. Anti-Money Laundering & Counter Terrorism Financing laws 14286/FS2197/0310 Direct Debit – for a one-off payment These laws now apply and we are required to comply with them. We may be required to establish your identity before we can process your request. (See our current Product Disclosure Statement available at colonialfirststate.com.au for further information). Please note that if your valid transaction request is received in our office before 3pm Sydney time on a NSW business day, it will be processed that day using the next determined unit price. For further information on transaction cut-off times, please see the current Product Disclosure Statement available at colonialfirststate.com.au or by calling us on 13 13 36. ® Registered to Bpay Pty Ltd ABN 69 079 137 518. If you’d like to arrange a one-off direct debit payment, by phone, online or by post, you must have previously supplied us with a direct debit authorisation to allow us to draw from your bank account. If needed, you can obtain a direct debit authorisation form from colonialfirststate.com.au or by calling us on 13 13 36 (remember to mail it back to us for processing). How to add to your investment via the internet Step 1 With your Online Identification Number (OIN) and Personal Identification Number (PIN) handy, access FirstNet Investor by visiting colonialfirststate.com.au and clicking on [FirstNet login]. Step 2 Under [Transact] on the left navigation menu, click [Additional investment]. Step 3 Enter the amount you wish to invest. Then scroll down and select the bank account to be debited for this investment. Then click [Next]. Step 4 Check the details of your investment and follow the instructions to proceed. Step 5 Your additional investment is confirmed with a reference number. Please ensure you record or print your transaction reference number shown at the top of the page. Please note that fees may be charged by your bank if there is not enough money to cover the request. How to add to your investment by phone Step 1 Locate your account number and keep it handy. Step 2 Call us on 13 13 36 to organise the Direct Debit payment. You will need to confirm your account details (for security How to add to your investments purposes) and advise the date, amount and account you would like the payment made to. Step 3 We will then send you written confirmation once we have processed your additional investment. Cheque If you prefer to post your additional investment, please make your cheque payable to* Colonial First State – [investment product] – [account holder name] and mail to:Colonial First State GPO Box 3956, NSW 2001 Contact us Investor Services 13 13 36, Monday to Friday, 8am to 7pm, Sydney time Fax 02 9303 3200 Website colonialfirststate.com.au Email [email protected] Mail GPO Box 3956, Sydney NSW 2001 * If you are an employer and your payment is for multiple employees, please attach a remittance advice detailing the employees investor account number, contribution type, and amount per employee. This document is intended to provide general information only and does not take into account your individual objectives, financial situation or needs. You should assess whether the information is appropriate for you read, the relevant Product Disclosure Statement, and consider talking to a financial adviser before making an investment decision. Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) is the issuer of interests in FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension and FirstChoice Employer Super from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and interests in the Rollover & Superannuation Fund and the Personal Pension Plan from the Colonial First State Rollover & Superannuation Fund ABN 88 854 638 840 and interests in the Colonial First State Pooled Superannuation Trust ABN 51 982 884 624. Want to know how to add to your investments more easily? Here are some options together with simple step-by-step instructions for each. You can choose from any of the options listed in the table below. You can also give this to your employer if they are making contributions to your super on your behalf. Ways to contribute Possible options Internet (your bank’s website) EFT, Bpay® Internet (Colonial First State) Direct Debit Phone (your bank) Bpay® Phone (Colonial First State) Direct Debit Mail (Colonial First State) Cheque, Direct Debit To be able to control when and how you add to your investments, you can use any of the simple steps on the following pages. Please note that for security reasons we are unable to update or perform transactions on your account if the request is received by email. Anti-Money Laundering & Counter Terrorism Financing laws 14286/FS2197/0310 Direct Debit – for a one-off payment These laws now apply and we are required to comply with them. We may be required to establish your identity before we can process your request. (See our current Product Disclosure Statement available at colonialfirststate.com.au for further information). Please note that if your valid transaction request is received in our office before 3pm Sydney time on a NSW business day, it will be processed that day using the next determined unit price. For further information on transaction cut-off times, please see the current Product Disclosure Statement available at colonialfirststate.com.au or by calling us on 13 13 36. ® Registered to Bpay Pty Ltd ABN 69 079 137 518. Direct Credit If you have internet banking you can transfer funds directly from your bank account into your nominated Colonial First State investment on a one-off or a regular basis. Direct Credit or electronic funds transfer (EFT as it is also known) avoids any postal delays and simplifies how you can add to your investment. You control when the payments are made and how much they are. Please note: Over the counter branch deposits cannot be accepted. How to add to your investment by using internet banking Step 1 Log on to your bank’s website (eg CBA NetBank) and click on the option to transfer funds. T he EFT Description two digit code tells us what kind of contribution you are making and must be entered in the first two spaces in the Description field eg If you are making a voluntary contribution you would enter MV in the EFT description field . EFT Description M V (Reference) The two digit code is all that is required to be entered. Please see the table below for a full list of contribution codes. Codes for you MV SP MD For personal contributions For spouse contributions (If you add to your super) (Made by your spouse to your account) For personal deductible contributions (Generally for self employed) Step 2 Type the following information where required: Codes for your employer SG EA SS BSB 082-154Cash Management Trust and Premier Cash Management Trust only For Superannuation Guarantee contributions For Employer contributions For Salary Sacrifice contributions 062-778All other products including margin lending Important information ccount number A This is the last nine digits of your account number If you have a superannuation account and you don’t enter one of the contribution codes in the EFT Description field, then the SG contribution code will be used which attracts a 15% tax. Only one contribution code can be used per direct credit payment. eg if your account number is 0100 1234 5678, the bank account for direct credit would be: 012345678. (Your account number can be found in the top right hand corner on any of your statements). ccount name A Your full name – first name(s) followed by surname eg Julia Annette Smith. FT description E Please complete to record the superannuation contribution type. Please be aware that many banks limit the daily amount you can transfer. You can find out what this limit is by contacting your bank. For further information about direct credit, please speak with your bank, call us on 13 13 36 or see our Product Disclosure Statement available at colonialfirststate.com.au. Bpay® You can add to most superannuation or investment funds using the internet or by phone banking using Bpay from your cheque or savings account. Biller codes Investments Managed Investment Funds 78816 Cash Management Trust 747188 Premier Cash Management Trust 747196 FirstChoice Investments How to add to your investment using internet or phone banking @@ Managed funds 414409 @@ Variable rate loan 666354 Step 1 To make an additional investment, log on to your bank’s website or call your bank’s phone service. @@ Fixed rate loan 666362 @@ Managed funds 78824 Step 2 Select the Bpay option to transfer money then provide the information where required. The list over the page contains the relevant biller codes and customer reference numbers. @@ Variable rate loan 666370 @@ Fixed rate loan 666388 Step 3 Your money will be transferred directly to your Colonial First State investment once your bank sends us your information. Please record your receipt number for your records. Some banks may impose limits on the maximum amount you can invest using Bpay. If you receive a message telling you that you have exceeded the limit, please contact your bank. Investments contributed after 5pm using Bpay won't be received by Colonial First State until the next business day and may take up to 48 hours to clear. For further information about Bpay, please speak with your bank, call us on 13 13 36 or see our Product Disclosure Statement at colonialfirststate.com.au. FirstChoice Wholesale Investments Superannuation Rollover & Superannuation Fund Type of @@ Personal contribution @@ Spouse @@ Salary sacrifice @@ Employer @@ Personal deductible Type of contribution Type of contribution Type of contribution 78857 78865 434118 78840 676213 FirstChoice Personal Super @@ Personal @@ Spouse @@ Salary sacrifice @@ Employer @@ Personal deductible 414334 414342 434084 414326 676015 FirstChoice Wholesale Personal Super @@ Personal @@ Spouse @@ Salary sacrifice @@ Employer @@ Personal deductible 485441 485458 434092 485466 676007 FirstChoice Employer Super @@ Personal @@ Spouse @@ Salary sacrifice @@ Employer @@ Personal deductible 414375 414383 434100 414367 676189 Customer reference number This is the digit ‘1’ followed by your account number – eg if your account number is 0100 1234 5678, the customer reference number for Bpay would be 1010012345678. This ensures that your money is allocated to your investment. Your account number can be found in the top right hand corner on any of your statements. Direct Credit If you have internet banking you can transfer funds directly from your bank account into your nominated Colonial First State investment on a one-off or a regular basis. Direct Credit or electronic funds transfer (EFT as it is also known) avoids any postal delays and simplifies how you can add to your investment. You control when the payments are made and how much they are. Please note: Over the counter branch deposits cannot be accepted. How to add to your investment by using internet banking Step 1 Log on to your bank’s website (eg CBA NetBank) and click on the option to transfer funds. T he EFT Description two digit code tells us what kind of contribution you are making and must be entered in the first two spaces in the Description field eg If you are making a voluntary contribution you would enter MV in the EFT description field . EFT Description M V (Reference) The two digit code is all that is required to be entered. Please see the table below for a full list of contribution codes. Codes for you MV SP MD For personal contributions For spouse contributions (If you add to your super) (Made by your spouse to your account) For personal deductible contributions (Generally for self employed) Step 2 Type the following information where required: Codes for your employer SG EA SS BSB 082-154Cash Management Trust and Premier Cash Management Trust only For Superannuation Guarantee contributions For Employer contributions For Salary Sacrifice contributions 062-778All other products including margin lending Important information ccount number A This is the last nine digits of your account number If you have a superannuation account and you don’t enter one of the contribution codes in the EFT Description field, then the SG contribution code will be used which attracts a 15% tax. Only one contribution code can be used per direct credit payment. eg if your account number is 0100 1234 5678, the bank account for direct credit would be: 012345678. (Your account number can be found in the top right hand corner on any of your statements). ccount name A Your full name – first name(s) followed by surname eg Julia Annette Smith. FT description E Please complete to record the superannuation contribution type. Please be aware that many banks limit the daily amount you can transfer. You can find out what this limit is by contacting your bank. For further information about direct credit, please speak with your bank, call us on 13 13 36 or see our Product Disclosure Statement available at colonialfirststate.com.au. Bpay® You can add to most superannuation or investment funds using the internet or by phone banking using Bpay from your cheque or savings account. Biller codes Investments Managed Investment Funds 78816 Cash Management Trust 747188 Premier Cash Management Trust 747196 FirstChoice Investments How to add to your investment using internet or phone banking @@ Managed funds 414409 @@ Variable rate loan 666354 Step 1 To make an additional investment, log on to your bank’s website or call your bank’s phone service. @@ Fixed rate loan 666362 @@ Managed funds 78824 Step 2 Select the Bpay option to transfer money then provide the information where required. The list over the page contains the relevant biller codes and customer reference numbers. @@ Variable rate loan 666370 @@ Fixed rate loan 666388 Step 3 Your money will be transferred directly to your Colonial First State investment once your bank sends us your information. Please record your receipt number for your records. Some banks may impose limits on the maximum amount you can invest using Bpay. If you receive a message telling you that you have exceeded the limit, please contact your bank. Investments contributed after 5pm using Bpay won't be received by Colonial First State until the next business day and may take up to 48 hours to clear. For further information about Bpay, please speak with your bank, call us on 13 13 36 or see our Product Disclosure Statement at colonialfirststate.com.au. FirstChoice Wholesale Investments Superannuation Rollover & Superannuation Fund Type of @@ Personal contribution @@ Spouse @@ Salary sacrifice @@ Employer @@ Personal deductible Type of contribution Type of contribution Type of contribution 78857 78865 434118 78840 676213 FirstChoice Personal Super @@ Personal @@ Spouse @@ Salary sacrifice @@ Employer @@ Personal deductible 414334 414342 434084 414326 676015 FirstChoice Wholesale Personal Super @@ Personal @@ Spouse @@ Salary sacrifice @@ Employer @@ Personal deductible 485441 485458 434092 485466 676007 FirstChoice Employer Super @@ Personal @@ Spouse @@ Salary sacrifice @@ Employer @@ Personal deductible 414375 414383 434100 414367 676189 Customer reference number This is the digit ‘1’ followed by your account number – eg if your account number is 0100 1234 5678, the customer reference number for Bpay would be 1010012345678. This ensures that your money is allocated to your investment. Your account number can be found in the top right hand corner on any of your statements. Direct Credit If you have internet banking you can transfer funds directly from your bank account into your nominated Colonial First State investment on a one-off or a regular basis. Direct Credit or electronic funds transfer (EFT as it is also known) avoids any postal delays and simplifies how you can add to your investment. You control when the payments are made and how much they are. Please note: Over the counter branch deposits cannot be accepted. How to add to your investment by using internet banking Step 1 Log on to your bank’s website (eg CBA NetBank) and click on the option to transfer funds. T he EFT Description two digit code tells us what kind of contribution you are making and must be entered in the first two spaces in the Description field eg If you are making a voluntary contribution you would enter MV in the EFT description field . EFT Description M V (Reference) The two digit code is all that is required to be entered. Please see the table below for a full list of contribution codes. Codes for you MV SP MD For personal contributions For spouse contributions (If you add to your super) (Made by your spouse to your account) For personal deductible contributions (Generally for self employed) Step 2 Type the following information where required: Codes for your employer SG EA SS BSB 082-154Cash Management Trust and Premier Cash Management Trust only For Superannuation Guarantee contributions For Employer contributions For Salary Sacrifice contributions 062-778All other products including margin lending Important information ccount number A This is the last nine digits of your account number If you have a superannuation account and you don’t enter one of the contribution codes in the EFT Description field, then the SG contribution code will be used which attracts a 15% tax. Only one contribution code can be used per direct credit payment. eg if your account number is 0100 1234 5678, the bank account for direct credit would be: 012345678. (Your account number can be found in the top right hand corner on any of your statements). ccount name A Your full name – first name(s) followed by surname eg Julia Annette Smith. FT description E Please complete to record the superannuation contribution type. Please be aware that many banks limit the daily amount you can transfer. You can find out what this limit is by contacting your bank. For further information about direct credit, please speak with your bank, call us on 13 13 36 or see our Product Disclosure Statement available at colonialfirststate.com.au. Bpay® You can add to most superannuation or investment funds using the internet or by phone banking using Bpay from your cheque or savings account. Biller codes Investments Managed Investment Funds 78816 Cash Management Trust 747188 Premier Cash Management Trust 747196 FirstChoice Investments How to add to your investment using internet or phone banking @@ Managed funds 414409 @@ Variable rate loan 666354 Step 1 To make an additional investment, log on to your bank’s website or call your bank’s phone service. @@ Fixed rate loan 666362 @@ Managed funds 78824 Step 2 Select the Bpay option to transfer money then provide the information where required. The list over the page contains the relevant biller codes and customer reference numbers. @@ Variable rate loan 666370 @@ Fixed rate loan 666388 Step 3 Your money will be transferred directly to your Colonial First State investment once your bank sends us your information. Please record your receipt number for your records. Some banks may impose limits on the maximum amount you can invest using Bpay. If you receive a message telling you that you have exceeded the limit, please contact your bank. Investments contributed after 5pm using Bpay won't be received by Colonial First State until the next business day and may take up to 48 hours to clear. For further information about Bpay, please speak with your bank, call us on 13 13 36 or see our Product Disclosure Statement at colonialfirststate.com.au. FirstChoice Wholesale Investments Superannuation Rollover & Superannuation Fund Type of @@ Personal contribution @@ Spouse @@ Salary sacrifice @@ Employer @@ Personal deductible Type of contribution Type of contribution Type of contribution 78857 78865 434118 78840 676213 FirstChoice Personal Super @@ Personal @@ Spouse @@ Salary sacrifice @@ Employer @@ Personal deductible 414334 414342 434084 414326 676015 FirstChoice Wholesale Personal Super @@ Personal @@ Spouse @@ Salary sacrifice @@ Employer @@ Personal deductible 485441 485458 434092 485466 676007 FirstChoice Employer Super @@ Personal @@ Spouse @@ Salary sacrifice @@ Employer @@ Personal deductible 414375 414383 434100 414367 676189 Customer reference number This is the digit ‘1’ followed by your account number – eg if your account number is 0100 1234 5678, the customer reference number for Bpay would be 1010012345678. This ensures that your money is allocated to your investment. Your account number can be found in the top right hand corner on any of your statements. Direct Credit If you have internet banking you can transfer funds directly from your bank account into your nominated Colonial First State investment on a one-off or a regular basis. Direct Credit or electronic funds transfer (EFT as it is also known) avoids any postal delays and simplifies how you can add to your investment. You control when the payments are made and how much they are. Please note: Over the counter branch deposits cannot be accepted. How to add to your investment by using internet banking Step 1 Log on to your bank’s website (eg CBA NetBank) and click on the option to transfer funds. T he EFT Description two digit code tells us what kind of contribution you are making and must be entered in the first two spaces in the Description field eg If you are making a voluntary contribution you would enter MV in the EFT description field . EFT Description M V (Reference) The two digit code is all that is required to be entered. Please see the table below for a full list of contribution codes. Codes for you MV SP MD For personal contributions For spouse contributions (If you add to your super) (Made by your spouse to your account) For personal deductible contributions (Generally for self employed) Step 2 Type the following information where required: Codes for your employer SG EA SS BSB 082-154Cash Management Trust and Premier Cash Management Trust only For Superannuation Guarantee contributions For Employer contributions For Salary Sacrifice contributions 062-778All other products including margin lending Important information ccount number A This is the last nine digits of your account number If you have a superannuation account and you don’t enter one of the contribution codes in the EFT Description field, then the SG contribution code will be used which attracts a 15% tax. Only one contribution code can be used per direct credit payment. eg if your account number is 0100 1234 5678, the bank account for direct credit would be: 012345678. (Your account number can be found in the top right hand corner on any of your statements). ccount name A Your full name – first name(s) followed by surname eg Julia Annette Smith. FT description E Please complete to record the superannuation contribution type. Please be aware that many banks limit the daily amount you can transfer. You can find out what this limit is by contacting your bank. For further information about direct credit, please speak with your bank, call us on 13 13 36 or see our Product Disclosure Statement available at colonialfirststate.com.au. Bpay® You can add to most superannuation or investment funds using the internet or by phone banking using Bpay from your cheque or savings account. Biller codes Investments Managed Investment Funds 78816 Cash Management Trust 747188 Premier Cash Management Trust 747196 FirstChoice Investments How to add to your investment using internet or phone banking @@ Managed funds 414409 @@ Variable rate loan 666354 Step 1 To make an additional investment, log on to your bank’s website or call your bank’s phone service. @@ Fixed rate loan 666362 @@ Managed funds 78824 Step 2 Select the Bpay option to transfer money then provide the information where required. The list over the page contains the relevant biller codes and customer reference numbers. @@ Variable rate loan 666370 @@ Fixed rate loan 666388 Step 3 Your money will be transferred directly to your Colonial First State investment once your bank sends us your information. Please record your receipt number for your records. Some banks may impose limits on the maximum amount you can invest using Bpay. If you receive a message telling you that you have exceeded the limit, please contact your bank. Investments contributed after 5pm using Bpay won't be received by Colonial First State until the next business day and may take up to 48 hours to clear. For further information about Bpay, please speak with your bank, call us on 13 13 36 or see our Product Disclosure Statement at colonialfirststate.com.au. FirstChoice Wholesale Investments Superannuation Rollover & Superannuation Fund Type of @@ Personal contribution @@ Spouse @@ Salary sacrifice @@ Employer @@ Personal deductible Type of contribution Type of contribution Type of contribution 78857 78865 434118 78840 676213 FirstChoice Personal Super @@ Personal @@ Spouse @@ Salary sacrifice @@ Employer @@ Personal deductible 414334 414342 434084 414326 676015 FirstChoice Wholesale Personal Super @@ Personal @@ Spouse @@ Salary sacrifice @@ Employer @@ Personal deductible 485441 485458 434092 485466 676007 FirstChoice Employer Super @@ Personal @@ Spouse @@ Salary sacrifice @@ Employer @@ Personal deductible 414375 414383 434100 414367 676189 Customer reference number This is the digit ‘1’ followed by your account number – eg if your account number is 0100 1234 5678, the customer reference number for Bpay would be 1010012345678. This ensures that your money is allocated to your investment. Your account number can be found in the top right hand corner on any of your statements. If you’d like to arrange a one-off direct debit payment, by phone, online or by post, you must have previously supplied us with a direct debit authorisation to allow us to draw from your bank account. If needed, you can obtain a direct debit authorisation form from colonialfirststate.com.au or by calling us on 13 13 36 (remember to mail it back to us for processing). How to add to your investment via the internet Step 1 With your Online Identification Number (OIN) and Personal Identification Number (PIN) handy, access FirstNet Investor by visiting colonialfirststate.com.au and clicking on [FirstNet login]. Step 2 Under [Transact] on the left navigation menu, click [Additional investment]. Step 3 Enter the amount you wish to invest. Then scroll down and select the bank account to be debited for this investment. Then click [Next]. Step 4 Check the details of your investment and follow the instructions to proceed. Step 5 Your additional investment is confirmed with a reference number. Please ensure you record or print your transaction reference number shown at the top of the page. Please note that fees may be charged by your bank if there is not enough money to cover the request. How to add to your investment by phone Step 1 Locate your account number and keep it handy. Step 2 Call us on 13 13 36 to organise the Direct Debit payment. You will need to confirm your account details (for security How to add to your investments purposes) and advise the date, amount and account you would like the payment made to. Step 3 We will then send you written confirmation once we have processed your additional investment. Cheque If you prefer to post your additional investment, please make your cheque payable to* Colonial First State – [investment product] – [account holder name] and mail to:Colonial First State GPO Box 3956, NSW 2001 Contact us Investor Services 13 13 36, Monday to Friday, 8am to 7pm, Sydney time Fax 02 9303 3200 Website colonialfirststate.com.au Email [email protected] Mail GPO Box 3956, Sydney NSW 2001 * If you are an employer and your payment is for multiple employees, please attach a remittance advice detailing the employees investor account number, contribution type, and amount per employee. This document is intended to provide general information only and does not take into account your individual objectives, financial situation or needs. You should assess whether the information is appropriate for you read, the relevant Product Disclosure Statement, and consider talking to a financial adviser before making an investment decision. Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) is the issuer of interests in FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension and FirstChoice Employer Super from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and interests in the Rollover & Superannuation Fund and the Personal Pension Plan from the Colonial First State Rollover & Superannuation Fund ABN 88 854 638 840 and interests in the Colonial First State Pooled Superannuation Trust ABN 51 982 884 624. Want to know how to add to your investments more easily? Here are some options together with simple step-by-step instructions for each. You can choose from any of the options listed in the table below. You can also give this to your employer if they are making contributions to your super on your behalf. Ways to contribute Possible options Internet (your bank’s website) EFT, Bpay® Internet (Colonial First State) Direct Debit Phone (your bank) Bpay® Phone (Colonial First State) Direct Debit Mail (Colonial First State) Cheque, Direct Debit To be able to control when and how you add to your investments, you can use any of the simple steps on the following pages. Please note that for security reasons we are unable to update or perform transactions on your account if the request is received by email. Anti-Money Laundering & Counter Terrorism Financing laws 14286/FS2197/0310 Direct Debit – for a one-off payment These laws now apply and we are required to comply with them. We may be required to establish your identity before we can process your request. (See our current Product Disclosure Statement available at colonialfirststate.com.au for further information). Please note that if your valid transaction request is received in our office before 3pm Sydney time on a NSW business day, it will be processed that day using the next determined unit price. For further information on transaction cut-off times, please see the current Product Disclosure Statement available at colonialfirststate.com.au or by calling us on 13 13 36. ® Registered to Bpay Pty Ltd ABN 69 079 137 518. If you’d like to arrange a one-off direct debit payment, by phone, online or by post, you must have previously supplied us with a direct debit authorisation to allow us to draw from your bank account. If needed, you can obtain a direct debit authorisation form from colonialfirststate.com.au or by calling us on 13 13 36 (remember to mail it back to us for processing). How to add to your investment via the internet Step 1 With your Online Identification Number (OIN) and Personal Identification Number (PIN) handy, access FirstNet Investor by visiting colonialfirststate.com.au and clicking on [FirstNet login]. Step 2 Under [Transact] on the left navigation menu, click [Additional investment]. Step 3 Enter the amount you wish to invest. Then scroll down and select the bank account to be debited for this investment. Then click [Next]. Step 4 Check the details of your investment and follow the instructions to proceed. Step 5 Your additional investment is confirmed with a reference number. Please ensure you record or print your transaction reference number shown at the top of the page. Please note that fees may be charged by your bank if there is not enough money to cover the request. How to add to your investment by phone Step 1 Locate your account number and keep it handy. Step 2 Call us on 13 13 36 to organise the Direct Debit payment. You will need to confirm your account details (for security How to add to your investments purposes) and advise the date, amount and account you would like the payment made to. Step 3 We will then send you written confirmation once we have processed your additional investment. Cheque If you prefer to post your additional investment, please make your cheque payable to* Colonial First State – [investment product] – [account holder name] and mail to:Colonial First State GPO Box 3956, NSW 2001 Contact us Investor Services 13 13 36, Monday to Friday, 8am to 7pm, Sydney time Fax 02 9303 3200 Website colonialfirststate.com.au Email [email protected] Mail GPO Box 3956, Sydney NSW 2001 * If you are an employer and your payment is for multiple employees, please attach a remittance advice detailing the employees investor account number, contribution type, and amount per employee. This document is intended to provide general information only and does not take into account your individual objectives, financial situation or needs. You should assess whether the information is appropriate for you read, the relevant Product Disclosure Statement, and consider talking to a financial adviser before making an investment decision. Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) is the issuer of interests in FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension and FirstChoice Employer Super from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and interests in the Rollover & Superannuation Fund and the Personal Pension Plan from the Colonial First State Rollover & Superannuation Fund ABN 88 854 638 840 and interests in the Colonial First State Pooled Superannuation Trust ABN 51 982 884 624. Want to know how to add to your investments more easily? Here are some options together with simple step-by-step instructions for each. You can choose from any of the options listed in the table below. You can also give this to your employer if they are making contributions to your super on your behalf. Ways to contribute Possible options Internet (your bank’s website) EFT, Bpay® Internet (Colonial First State) Direct Debit Phone (your bank) Bpay® Phone (Colonial First State) Direct Debit Mail (Colonial First State) Cheque, Direct Debit To be able to control when and how you add to your investments, you can use any of the simple steps on the following pages. Please note that for security reasons we are unable to update or perform transactions on your account if the request is received by email. Anti-Money Laundering & Counter Terrorism Financing laws 14286/FS2197/0310 Direct Debit – for a one-off payment These laws now apply and we are required to comply with them. We may be required to establish your identity before we can process your request. (See our current Product Disclosure Statement available at colonialfirststate.com.au for further information). Please note that if your valid transaction request is received in our office before 3pm Sydney time on a NSW business day, it will be processed that day using the next determined unit price. For further information on transaction cut-off times, please see the current Product Disclosure Statement available at colonialfirststate.com.au or by calling us on 13 13 36. ® Registered to Bpay Pty Ltd ABN 69 079 137 518.
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