Flexible Lifetime® – Allocated Pension
Flexible Lifetime® – Term Pension
Switch request
Information sheet
When to use this form
Use this form to:
–– change your pension (income) payment method
–– nominate your direct fees and rebates profile
–– elect to auto-rebalance your investments
–– switch your investment options.
Important information
Note: Before completing your switch request, you
should read and understand the following information:
–– 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.
–– Switching between investment options is permitted
at any time.
–– At any one time your account can have a maximum
of 15 investment options.
–– There is currently no fee for switching between
investment options. We may delay switches out of
the AMP Secure Growth investment option in
certain circumstances.
Deductions and rebates profile
–– The Deductions and Rebates Profile is not available for
Flexible Lifetime – Term Pension.
–– Only one investment option can be nominated at any
one time under the Deductions and Rebates Profile.
–– All direct fees will be deducted from the investment
option nominated. All of your rebates will be credited to
the investment option nominated.
–– Any direct fees and rebates that have been applied
prior to this nomination that may require an
adjustment will be processed to the original option that
they were debited from to credited to.
–– If there are insufficient funds in the nominated
investment option for a deduction, then the full
amount of the deduction will be taken proportionally
across all investment options (excluding AMP Term
Deposits).
–– The deductions and rebates profile will only cease if
a new instruction is provided.
–– Deductions cannot be taken from term deposit
investment options.
Auto-rebalancing
–– 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
–– Half yearly—on or around 10 February and
10 August
–– Yearly—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 using the enclosed
Switch request 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. Therefore, 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.
Issued by AMP Superannuation Limited (ASL) ABN 31 008 414 104, AFSL No. 233060.
® Registered trade mark of AMP Life Limited ABN 84 079 300 379.
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–– Your auto-rebalancing facility will not be automatically
cancelled as long as you transact on your account in
line with your preferred weightings.
–– A switch of your current balance must be according to
the same nominated investment profile selected in
Column B of section 6 in the enclosed Switch request
form.
–– 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 the AMP Secure Growth investment option
(closed to new investors) you are not eligible for
auto-rebalancing.
Other documents required
If you are under age 18
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 available at
amp.com.au/forms.
If you are signing under a Power of
Attorney
If you are signing under a Power of Attorney, you must
submit a letter (with your completed form) stating that
you have not received a notice of revocation of that Power
of Attorney.
Please retain this information sheet for your records—
do not return it with your completed form(s).
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Note: If a certified copy of the Power of Attorney has not
been previously provided to us, you must also submit this
with the completed form.
AMP Contact Centre
131 267 (131 AMP)
Switch request
Use this form to switch your investments between existing investment options or to switch in to new investment options.
You can also use this form to change your pension payment method, update your nominated investment profile, nominate
your deductions and rebates profile and/or auto-rebalance your investment options.
Note: You can also perform switch transactions online via My portfolio—go to amp.com.au to log in or register.
Please print in CAPITAL LETTERS and place a cross ✗ in any applicable boxes.
1. Switch options
What do you want to do? (You can select more than one)
Nominate a single investment option for all direct fees and rebates
Complete sections 1, 2, 3, 7 and 8.
Change your pension (income) payment method Complete sections 1, 2, 4, 7 and 8.
Apply auto-rebalancing to your nominated investment profile
Complete sections 1, 2, 5, 7 and 8.
Switch investment options
Complete sections 1, 2, 6, 7 and 8.
2. Personal details
Account number
4. Pension (income) payment method
Product type
I would like to vary my regular pension payment method to
(select one only):
Title
Date of birth
Default payment option—we will deduct your
pension (income) payments from each investment
option proportionately.
D D M M Y Y Y Y
Surname
Nominated payment option—we will deduct your
pension (income) payments from your nominated
investment options in the proportions that you
request in Column C in section 6.
Given name(s)
Residential address
Suburb
State
Postcode
Mobile number
Contact phone number
Email
3. Nominate a deductions and rebates profile
–– You can only nominate a single investment option for
your direct fees and rebates.
–– If there are insufficient funds in the nominated
investment option for a deduction, then the full amount
of the deduction will be taken proportionally across all
investment options (excluding term deposits).
Note: If there are insufficient funds in one or more of
the selected investment options to pay the full
specified proportion, units will be released from
investment options in the manner and proportions
chosen by the Trustee.
5. Auto-rebalance your investment options
–– Your investments will automatically be rebalanced to
your nominated profile as entered in Column B of
section 6.
–– If you do not complete Column B in section 6, autorebalancing will not occur.
I wish to have my investments automatically rebalanced:
Frequency
Quarterly Half yearly Yearly
I would like my direct fees and rebates applied to the
following investment option:
Investment option name
Code
AMP Superannuation Limited (ASL) ABN 31 008 414 104, AFSL No. 233060.
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6. Switch investment options
–– Do not include term deposits in these instructions.
–– If you wish to invest in a term deposit, please complete a Term deposit switch form—you can download a copy from our
website.
–– If you are switching part of your existing investments using dollar amounts, the Total $ switch amount for Column A and
Column B must be equal.
What do you want to do?
Switch your existing investments
Complete column B only (this column must total 100%).
Switch part of your existing investments
Complete columns A and B (enter either $ or %).
Change your future pension (income) payments~
Complete column C (this column must total 100%).
Investment sectors and options
Code
Switch FROM
these options
(Column A)
$ or %
Switch TO my
nominated
profile
(Column B)
$ or %
Future pension
payments
(Column C)
%
Multi-sector investment options
AMP All Growth
PADS
AMP Balanced Enhanced Index
PABE
AMP Balanced Growth
PABG
PAMA
AMP Capital Multi Asset4#
AMP Cautious Enhanced Index
PCAU
AMP Conservative
PACO
AMP Conservative Enhanced Index
PACE
AMP Growth Enhanced Index4
PBEG
4
AMP High Growth
PAHG
AMP High Growth Enhanced Index
PEHG
AMP Moderate Growth
PAMG
4
AMP Moderately Conservative Enhanced Index4
PMCO
BlackRock Global Allocation
PGLA
4#
Future Directions Balanced
PAFB
Future Directions Conservative
PAFC
Future Directions Growth
PAFG
Future Directions High Growth
PAFA
Future Directions Moderately Conservative
PAFM
ipac Income Generator4#
PIIG
Responsible Investment Leaders Balanced
PASB
Responsible Investment Leaders Conservative
PRIC
Responsible Investment Leaders Growth
PRIG
Single sector investment options
Aberdeen Emerging Opportunities4
PAEO
AHL Alpha
PMAA
4
AMP Alternative Enhanced Index
PSEA
AMP Australian Bond
PAAB
AMP Australian Share
PAAS
4
AMP Australian Share Enhanced Index
PASE
AMP Capital Asian Equity Growth
PAAJ
4
AMP Capital Australian Equity Concentrated4
PCEC
~If your investments have changed you must specify how you want your future pension payments to be made—to do this, complete
Column C. If you do not complete this column, your pension payments will be deducted from your investments proportionately.
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Investment sectors and options
Code
Switch FROM
these options
(Column A)
$ or %
Switch TO my
nominated
profile
(Column B)
$ or %
Future pension
payments
(Column C)
%
Single sector investment options (continued)
AMP Capital Australian Equity Opportunities4
PCAO
PABC
AMP Capital Corporate Bond4
AMP Capital Global Infrastructure Securities (Hedged)
4
PAGI
AMP Capital Global Property Securities4
PCGP
AMP Equity
PAE
AMP International Share Enhanced Index
PAIE
AMP Listed Property Trusts
PALP
AMP Super Cash
PBSC
Arnhem Australian Equity
PAAA
PAGE
Arrowstreet Global Equity4
Australian Fixed Interest Index
PBHM
Bennelong Australian Equities
PIAS
BlackRock Australian Equity Absolute Return
PBAR
BlackRock Global Bond
PWIF
BlackRock Scientific Hedged International Share
PBAC
BlackRock Scientific International Share
PBAI
BT Australian Share
PBAS
BT Global Property Securities
PGLP
Fidelity Global Equities
PTIS
Franklin Templeton Multi-Sector Bond4
PFMB
Future Directions Asian Share4
PFAA
Future Directions Australian Bond
PFAB
Future Directions Australian Share
PAFU
Future Directions Australian Small Companies
PFDS
Future Directions Emerging Markets
PFDE
Future Directions Extended Markets Intl. Share
PFDX
Future Directions Geared Australian Share
PAFS
Future Directions Hedged International Share
PFHI
Future Directions International Bond
PFIB
Future Directions International Share
PAFI
Future Directions Property
PFDP
Global Bond Index4
PIFI
GMO International Share
PGIS
4
Hyperion Australian Growth Companies4
PAGC
K2 Australian Absolute Return
PAEL
4
Kapstream Absolute Return Income*4
PKAR
Lazard Global Small Cap4
PGSC
Lazard Global Thematic
Legg Mason Australian Real Income
PAGG
4
PMAI
Macquarie Income Opportunities4
PMIO
Macquarie International Infrastructure Securities4
PMII
Magellan Global*
PMGF
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Investment sectors and options
Code
Switch FROM
these options
(Column A)
$ or %
Switch TO my
nominated
profile
(Column B)
$ or %
Future pension
payments
(Column C)
%
Single sector investment options (continued)
Perennial Value Australian Share
PIPV
Perennial Value Shares for Income4
PPSI
Perpetual Industrial Share
PPI
3
PPAF
PIMCO Australian Focus*
4
PIMCO Diversified Fixed Interest
PDFI
Platinum International
PPTI
4
4
Plato Australian Shares Income4
PPAI
Property Index4
PAPE
RARE Infrastructure Value4
PRIV
Resolution Capital Core Plus Property Securities
PSHL
Responsible Investment Leaders Australian Share
PRIA
Responsible Investment Leaders Intl. Share
PASI
Schroder Australian Equities
PSAS
Schroder Fixed Income4
PSFI
Schroder Global Active Value
PXGV
Schroder Real Return4
PSRR
PFIS
Templeton Global Equity
4
4
PAEJ
4
T. Rowe Price Global Equity
PTPE
Tyndall Australian Share Value
PBAA
UBS Australian Small Companies
PSMC
Walter Scott Global Equity4
PIEG
T. Rowe Price Asia ex-Japan
Closed investment options
AMP Capital Enhanced Yield4,5
PAEY
AMP Cash Plus
PACF
1
AMP International Bond
PAIB
AMP International Share1
PAIS
AMP Secure Growth1,2
PASG
Ausbil Australian Active Equity1,4
PVXZ
BlackRock Income1
PNMI
1
PCHY
Challenger 2014
5
Colonial First State Australian Share
PCFA
H3 Commodities
PGBC
Macquarie Australian Enhanced Equities1,4
PMEE
1
1
Total $ switch amount (if applicable)
100.00%
0.00
#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.
1.Closed to investors who are not currently invested in these options. Once all funds have been withdrawn from this option they cannot be
reinvested in the closed option.
2.Closed to new investors and closed to switches from existing investors and auto-rebalancing.
3.Closed to Flexible Lifetime – Term Pension members who are not currently invested in these options. Once all funds have been withdrawn from
this option they cannot be reinvested in the closed option.
4.Not available to Flexible Lifetime – Term Pension members.
5.These options are subject to restricted withdrawal and switch conditions (including auto-rebalancing) and no new monies can be invested in
these options.
6.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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7. Authority and signature
I declare that:
–– I understand that once this request has been submitted it
cannot be cancelled.
–– I have read the relevant information provided in the
Product Disclosure Statement (PDS) and Annual Updates
I have received for my AMP product, and have considered
advice from my financial planner (if applicable).
–– I have read and understood all of the information provided
in the enclosed Switch request information sheet.
–– I understand the risk and effects of my investment
choices.
–– I direct the Trustee to complete the switch between the
investment options as specified on this form.
–– Changing my investment options may change the risk
profile of my investments.
–– I understand that there may be a delay in processing my
request if:
–– AMP Life Limited (AMP) has not provided a unit price
because it is unable to value the assets of any
investment option for reasons beyond its control, or
–– the total of the number of switches on any day may
adversely affect the interests of other members.
If I am under age 18:
–– I have consulted my parent or legal guardian (detailed in
my application form) before making this investment
switch request.
8. Checklist
If applicable, have you indicated which investment
options you will be switching FROM and TO?
Do all percentages (where applicable) add up to 100%?
Have you provided us with instructions for your future
investment profile (where applicable)?
Have you completed, signed and dated the form?
If applicable, have you included a completed
Under 18 Declaration form?
If applicable, have you submitted a Notice of
non-revocation letter and a certified copy of the
Power of Attorney?
Where to send this form:
Mail, fax or email the completed form to:
AMP Life Limited
PO Box 300
PARRAMATTA NSW 2124
1300 301 267
polinfo@amp.com.au
Signature of member
✗
Date
D D M M Y Y Y Y
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