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AMP Flexible Super®- Super account
Changing your investment levels, options and fee mandate
Use this form to:
• Upgrade to another investment level (Sections 1, 3, 5, 8 & 9)
• Downgrade to another investment level (Sections 1, 3, 5, 8 & 9)
• Switch between investment options (Sections 1, 2, 5, 8 & 9)
• Select a LifeStages investment option (Sections 1, 2 or 3, 4, 8 & 9)
• Nominate a single investment option for all direct fees and rebates (Sections 1, 2 or 3, 6, 8 & 9)
• Apply automatic rebalancing to your nominated investment profile (Sections 1, 2 or 3, 4, 7, 8 & 9)
1 PERSONAL DETAILS
Title
Last Name
Date of Birth
Empty
First Name
Plan Number
Contact Phone Number
Address
Suburb
Postcode
State
Email
2 SWITCH - CURRENT INVESTMENT LEVEL
Indicate the current Investment Level you are in.
Core
Select
Choice
3 CHANGE YOUR INVESTMENT LEVEL
If you are upgrading or downgrading to another investment level then indicate the investment level you wish to move to.
Core
Select
Choice
4 LIFESTAGES INVESTMENT OPTION SELECTION (LifeStages is not available for Core Investment Level)
If you select a LifeStages facility, all of your contributions will be invested in this option and you cannot choose any other option.
Select one box to indicated your chosen LifeStages portfolio:
Super Easy LifeStages (Select or Choice investment level only)
Code: ELIF
Proportion: 100%
AMP LifeStages (Choice investment level only)
Code: ELIA
Proportion: 100%
Future Directions LifeStages (Choice investment level only)
Code: ELID
Proportion: 100%
Issued by AMP Superannuation Limited, ABN 31 008 414 104 AFSL No. 233060, RSE Licence No. L0000550
®Registered
trade mark of AMP Life Limited ABN 84 079 300 379
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5 INVESTMENT OPTIONS
You can invest in up to:
• 2 options for the Core investment level
• 5 options for the Select investment level
• 15 options for the Choice investment level
Note: Please ensure your investment option selection aligns to your investment level. See list of options attached.
INVESTMENT OPTIONS
OR
CODE
Fill this column to Switch my
current balance and future
contribution %
Please note: If the proportions nominated for both your current
account balance and future contributions do not total 100%, you will
be asked to complete another investment option selection form.
(includes any future rollover
amounts)
Fill the appropriate column(s)
Apply my future
contributions as
follows % (includes
any future rollover
amounts)
Switch my current
balances as
follows % (includes
any current rollover
amounts)
Total (each column used must add to 100%)
1. These are Multi-sector (Specialist) investment options which use a broad range asset allocation approach and are not based on risk profiles. They will typically invest in multiple asset classes, but may also
be concentrated on a few asset classes.
2. Closed to investors who are not currently invested in this option
3. This is a recently added investment option that carries a performance Based Fee—see the PDS / Fact Sheet for more information.
6 NEW OR UPDATED DEDUCTIONS AND REBATE PROFILE (Only available if you are in Select or Choice investment level)
Note: Rebates are only available if you are in Choice investment level.
Please select and complete one of the following options to update your Deductions and Rebate Profile:
a)
Please apply all direct fees and rebates to the following nominated investment option.
Code
Investment option (This must be an investment option that you are currently invested in)
OR
b)
Please apply all direct fees and rebates proportionately across my investment option(s).
7 AUTO REBALANCING (Only available if you are in Select or Choice investment level)
Would you like to have your investments automatically rebalanced to your ‘nominated investment profile’ as per above?
If Yes, please select frequency:
Quarterly
Half yearly
No
Yes
Yearly
- If Yes, please complete the column in Section 5 of this form ‘Switch my current balance and future contributions". If this column is not
completed, auto-rebalancing will not occur.
- You must have more than one investment option.
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8 IMPORTANT INFORMATION
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Upgrading or downgrading to another investment level is permitted at any time.
Switching between investment options is permitted at any time. At any one time your plan can have a maximum of 2 investment
options if you are in the Core investment level or a maximum of 5 investment options if you are in the Select investment level or
a maximum of 15 investment options if you are in the Choice investment level.
We will use the unit price next calculated where we receive all relevant information at an AMP processing centre by 3pm
Sydney time. If we receive the information after 3pm Sydney time, we will treat it as if we received it the next Sydney business
day.
Once this request has been submitted, it cannot be cancelled.
If this switch impacts your Deductions and Rebates Profile, then deductions and rebates will be processed as stated in the
Product Disclosure Statement.
If you are under 18, you should consult a parent or legal guardian before making an investment switch request and complete
the Under 18 Declaration form.
Super Easy Term Deposit is only available in the Choice Investment Level. A Change of investment level is not possible if you
are invested in Super Easy Term Deposits.
Auto-rebalancing
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The auto-rebalancing facility allows you to automatically rebalance the percentage (%) amounts within each of your investment
options, back in line with your preferred `nominated investment profile'. We refer to these percentage amounts as weightings.
The auto-rebalancing facility works by switching units between investment options in order to realign your investments as per
your `nominated investment profile'.
You can choose to have your account rebalanced either:
– quarterly, on or around 10 February, 10 May, 10 August and 10 November; or
– half yearly, on or around 10 February and 10 August; or
– annually, on or around 10 August each year.
If any of these dates fall on a weekend or a Sydney public holiday, we will rebalance your account on the next Sydney
business day.
We will initially rebalance your account at the time you select the auto-rebalancing facility with this form.
All auto-rebalancing transactions (except the initial rebalance at the time you select the facility) will be subject to a 2% tolerance
to prevent an auto-rebalance (switching of units) for significantly low amounts.
All future contributions, switches, or withdrawals may affect your auto-rebalancing facility. In other words if you transact outside
your `nominated investment profile', we will automatically cancel the auto-rebalancing facility on your account unless you
advise us at that time that you want to change your 'nominated investment profile'.
Your auto-rebalancing facility will not be automatically cancelled as long as you transact on your account in line with your
preferred weightings.
For auto-rebalancing, a switch of your current balance and your future contributions must be according to the same `nominated
investment profile' selected in the first column of Section 5 of this form. You cannot select auto-rebalancing if you would like
your future contributions to be invested differently to your `nominated investment profile'.
There is currently no fee charged for the auto-rebalancing facility.
If you select only one investment option you are not eligible for auto-rebalancing.
If you select LifeStages investment option you are not eligible for auto-rebalancing.
Deductions and Rebates Profile
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Deductions and rebates profile is not available for Core investment level.
All direct fees will be deducted from the investment option nominated.
All of my rebates will be credited to the investment option nominated.
Any direct fees and rebates that have been deducted or credited prior to this nomination that require any adjustment, will be
processed to the original option that they were debited from or credited to.
If the nominated investment option reduces to zero, then direct fees and rebates will be proportionately applied across my
remaining investment options until additional funds are received in the nominated investment option.
This Deductions and Rebates Profile will only cease if a new instruction is provided.
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9 AUTHORITY AND DECLARATION
1.
2.
3.
4.
5
I have read the relevant information provided in the AMP Flexible Super Product Disclosure Statement.
I understand the risks and effects of my investment choice.
I direct the trustee to complete the switches between the investment options as specified in this form.
I understand that different member fees and features may apply.
If applicable I have considered advice from my financial planner.
Date
Signature of member
X
10 RETURNING YOUR FORM
Fax your completed form to 1300 558 365 OR send it to:
AMP Life Limited
Customer Service
PO Box 300
Parramatta NSW 2124.
Please note: If you fax us the form there is no need to send it to us.
Electronic Use Only
Planner No
Confirmation Options
Confirmation Email Address
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AMP Flexible Super - Super account
Investment Levels and Options
Code Investment Levels and Options
Super Easy Balanced
EBEI
Future Directions Moderately Conservative
EFDM
Super Easy Cash
ESC
Future Directions Property
EFDP
SELECT (maximum of 5 options can be selected)
GMO International Share
EMIS
Super Easy Balanced
EBEI
H3 Commodities
EGBC
Super Easy Cash
ESC
Hyperion Australian Growth Companies
EAGC
Super Easy Cautious
ECAU
ipac Income Generator¹
EIIG
Super Easy Conservative
ECEI
K2 Australian Absolute Return
EAEL
Super Easy Growth
EBEG
Kapstream Absolute Return Income (New from 10/11/12)
EKAR
Super Easy High Growth
EHG
Lazard Global Small Cap
EGSC
Super Easy Moderately Conservative
EMCO Lazard Global Thematic
CORE (maximum of 2 options can be selected)
Code
CHOICE (maximum of 15 options can be selected)
CHOICE (maximum of 15 options can be selected)
EGGO
Legg Mason Australian Real Income
EMAI
EAEO
Macquarie Income Opportunities
EMIO
AHL Alpha
EMAA
Macquarie International Infrastructure Securities
EMII
AMP All Growth
AMP Australian Bond
EADS
EMGF
EAAB
Magellan Global3 (New from 10/11/12)
Perennial Value Australian Share
AMP Australian Share
EAAS
Perennial Value Shares for Income
ERSI
AMP Balanced Growth
EABG
Perpetual Industrial Share
EPI
AMP Capital Australian Equity Concentrated
ECEC
PIMCO Australian Focus (New from 10/11/12)
EPAF
AMP Capital Australian Equity Opportunities
ECAO
PIMCO Diversified Fixed Interest
EDFI
AMP Capital Asian Equity Growth
EAAJ
Platinum International
EPTI
AMP Capital Corporate Bond
EACO
RARE Infrastructure Value
ERIV
AMP Capital Global Property Securities
ECGP
Resolution Capital Core Plus Property Securities
EHLP
AMP Capital Multi Asset¹
EAMA
Responsible Investment Leaders Australian Share
EILA
AMP Conservative
ECON Responsible Investment Leaders Balanced
AMP Equity
EAE
Responsible Investment Leaders Conservative
EILC
AMP High Growth
EAHG
Responsible Investment Leaders Growth
EILG
AMP Listed Property Trusts
ELPT
Responsible Investment Leaders International Share
ERIS
AMP Moderate Growth
EAMG Schroder Australian Equities
Arnhem Australian Equity
EFAE
Schroder Fixed Income
ESFI
Arrowstreet Global Equity
EAGE
Schroder Global Active Value
EGEV
Bennelong Australian Equities
EIAS
Super Easy Alternative (New from 10/11/12)
ESEA
BlackRock Asset Allocation Alpha
EBRA
Super Easy Australian Fixed Interest
EAFI
BlackRock Global Allocation¹
EGLA
Super Easy Australian Share
EASE
BlackRock Global Bond
ESIF
Super Easy Balanced
EBEI
BlackRock Scientific Hedged International Share
EHIS
Super Easy Cash
ESC
BlackRock Scientific International Share
EAIS
Super Easy Cautious
ECAU
BT Australian Share
ETAS
Super Easy Conservative
ECEI
BT Global Property Securities
EPLP
Super Easy Growth
EBEG
Fidelity Global Equities
EFGE
Super Easy High Growth
EHG
Future Directions Asian Share
EFAA
Super Easy International Fixed Interest
EIFI
Future Directions Australian Bond
EFDA
Super Easy International Share
EISE
Future Directions Australian Share
EFAS
Super Easy Moderately Conservative
EMCO
Future Directions Australian Small Companies
EFDS
Super Easy Property
ESEP
Future Directions Balanced
EAFD
T. Rowe Price Asia ex-Japan
EAEJ
Future Directions Conservative
EFDC
T. Rowe Price Global Equity
ETPE
Future Directions Emerging Markets
EFDE
Templeton Global Equity
ETIS
Future Directions Extended Markets International Share
EFDX
Tyndall Australian Share Value
EBAE
Future Directions Geared Australian Share
EAFS
UBS Australian Small Companies
EASC
Future Directions Growth
EFDG
Walter Scott Global Equity
EIEG
Future Directions Hedged International Share
EFHI
Future Directions High Growth
EFDH
Future Directions International Bond
Closed Investment Options
Code
EFDI
Ausbil Australian Active Equity2
EAAE
Future Directions International Share
EFIS
Colonial First State Australian Share2
ECAS
Aberdeen Emerging Opportunities
EPVS
ESFB
ESAS
1. These are Multi-sector (Specialist) investment options which use a broad range asset allocation approach and are not based on risk profiles. They will typically invest in multiple asset classes, but may also
be concentrated on a few asset classes.
2. Closed to investors who are not currently invested in this option.
3. This is a recently added investment option that carries a performance Based Fee—see the PDS / Fact Sheet for more information.
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