Client Support
Forms
Every time you transact with us or change your details you will need to complete a standard form. By completing a standard form we can process your request quicker.
From time to time Vanguard updates its Product Disclosure documents. The latest versions of these documents can be found at the following location www.vanguard.com.au/offerdocuments
You will need Adobe Reader to view the form. Download it for free on the Adobe website.
Investors with managed funds up to $500,000
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Additional Application To add to your existing investment via cheque. Payments made through BPay do not require a form to be submitted. |
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Authorised Representative To appoint an authorised representative to act on your behalf |
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Change of Details Change name, address, TFN or distribution details. |
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Switching Switching part or all of your investment to a different fund. |
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Transfers Transfer all or part of an investment to another person or entity. |
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Withdrawal Making a partial or full withdrawal. |
Investors with managed funds over $500,000
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Additional Application To add to your existing investment via cheque. Payments made through BPay do not require a form to be submitted. |
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Authorised Representative To appoint an authorised representative to act on your behalf |
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Change of Details Change name, address or distribution details. |
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Switching Switching part or all of your investment to a different fund. |
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Tax File Notification To quote a TFN or claim an exemption. |
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Transfers Transfer all or part of an investment to another person or entity. |
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Withdrawal Making a partial or full withdrawal. |
Vanguard Personal Superannuation Plan Members
| Please note the Vanguard Personal Superannuation Plan will transfer to the Plum Personal Plan on 29 February 2012. Members of the Vanguard Personal Superannuation Plan can make transactions and change their details up until 12 noon, 22 February 2012. Any transaction or change of details sent after this date and time will not be processed. A transaction suspension period will be in place from 22 February 2012 to 6 March 2012 while the successor fund transfer takes place and members’ accounts are established in their new plan. If you require a rollover form, an employer contribution form or any further information please contact Vanguard Member Services at 1300 655 101, 8:00 am to 6:00 pm (Melbourne time) Monday to Friday. |
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Non-binding nomination of beneficiaries form Nominate who your benefits will be paid to. |
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Change of details Change your personal details and/or plan details. |
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Contributions These forms need to be completed each time you remit personal contributions to the Plan. |
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Switching Switch between all or part of your existing investment options. |
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Withdrawal Making a partial or full withdrawal. |
Vanguard Personal Pension Plan Members
| Please note the Vanguard Personal Pension Plan will transfer to MLC Wrap Super pension service on 29 February 2012. Members of the Vanguard Personal Pension Plan can make transactions and change their details up until 12 noon, 22 February 2012. Any transaction or change of details sent after this date and time will not be processed. A transaction suspension period will be in place from 22 February 2012 to 6 March 2012 while the successor fund transfer takes place and members’ accounts are established in their new plan. For further information please contact Vanguard Member Services at 1300 655 101, 8:00 am to 6:00 pm (Melbourne time) Monday to Friday. |
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Change of details Change name, address or distribution details. |
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Switching Switching part or all of your investments to a different fund. |
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Vanguard Personal Pension Plan compliance advice This letter provides compliance advice to your employer. |
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Withdrawal Making a partial or full withdrawal. |
AML identification forms
Under the Anti-Money Laundering and Counter Terrorism Financing Act 2006 (Cth) it is now mandatory for investors to verify their identity when submitting their initial application. IFSA/FPA standard identification forms for associations, government bodies and registered co-operatives are available below. These should accompany all new application for investment forms.
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Individuals & Sole Traders |
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Australian & Foreign Companies |
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Associations |
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Government Bodies |
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Partnerships & Partners |
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Trusts & Trustees |
Some forms can be faxed to 1300 765 712 but conditions apply. For further information, refer to your PDS or contact Adviser Services.
Vanguard Adviser Services Team
Phone: 1300 655 205
Fax: 1300 765 712
Email: adviserservices@vanguard.com.au
Street Address
Level 34, Freshwater Place
2 Southbank Boulevard
Southbank, Victoria 3006
Postal Address
Vanguard Investments Australia
GPO Box 3006
Melbourne, Victoria 3001
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