Change of Adviser Details Form
Vanguard® Investor Index Funds
Complete this form if you are an existing investor who wishes to change the details of your adviser or adviser review fee arrangement or if you wish to inform us of a new adviser or adviser review fee arrangement.
For full details of the adviser review fee facility Vanguard offers to investors please refer to page 33 of the Vanguard Investor Index Funds Product Disclosure Statement dated 1 March 2010 (PDS).
Investor details
Investor number
Investor name
Contact phone number
Adviser or broker details
I no longer have a financial adviser or broker
Note: If you advise us that you no longer have a financial adviser or broker, and you have an adviser review fee facility attached to your account, the adviser review fee facility will be automatically cancelled.
I request the cancellation of my adviser review fee facility
I would like to add/change an adviser/broker to my account
I would like to add/change an adviser review fee facility to my account
Adviser number (if applicable)
AFSL number
Business name
Dealer group (if different from above)
Full name of individual adviser
Postal Address
Suburb
State
Postcode
Country
Business phone number
Mobile phone number
Facsimilie number
Email address
I request the following adviser review fee to be deducted (amount inclusive of GST)
% of my account balance (maximum of 1.10% per annum)
%
$ of my account balance (maximum of $2,200 per annum)
$
Deduction start date
Note: If no start date is nominated, the start date will be the day the form is received by Vanguard.
Signatures
Applicant signature/s
Each signatory below confirms that they have been duly authorised to execute this application on behalf of the applicant/s and that the signing authorities specified below have also been duly authorised.
Signatory 1
Name
Date
Name
Date
Click GENERATE FORM to create a PDF. Please print, sign and forward to your adviser to complete the required sections.
