Change Request Form - Commonwealth Investment Funds

Colonial First State Investments Limited
ABN 98 002 348 352 AFSL 232468
Change Request Form
Commonwealth Investment Funds
Please use BLACK PEN and BLOCK LETTERS when completing this form
Section 1 – Investor details
Account number
Investor 1
Title
Given name(s)
Surname
Date of birth
DD/MM/YYYY
Company name/Other investors
Daytime telephone
Evening telephone
()
Mobile telephone
()
Postal address
State
Postcode
Email Address
Investor 2
Title
Given name(s)
Surname
Date of birth
DD/MM/YYYY
Company name/Other investors
Daytime telephone
Evening telephone
()
Mobile telephone
()
Postal address
State
Postcode
Email Address
Section 2 - Notification of change
Please tick (✔) appropriate box
Name
Go to Section 3
Address and contact details
Go to Section 4
Tax file number/ABN notification
Go to Section 5
Method of account operation
Go to Section 6
Change of signatories
Go to Section 7
Power of Attorney
Go to Section 8
Commence or change Regular Savings Plan details
Go to Section 9
Commence or change Monthly Payment Plan details
Go to Section 10
Nominated bank account details
Go to Section 11
Direct Debit Request
Go to Section 12
Distribution details
Go to Section 13
Please note: Section 14 must be completed in all cases.
Form continued next page
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Section 3 - Change of name
Please note: Please attach evidence of change of name, such as certified copy of Deed Poll or Marriage Certificate.
Investor 1
Investor 2
All Investors
Please change* these details for
*If not completed we will assume that these changes apply to all investors.
Title
Given name(s)
Surname
Former signature
New signature
✗
Date
DD/MM/YYYY
✗
Section 4 - Change of address and contact details
Please change* these details for
Investor 1
Investor 2
All Investors
*If not completed we will assume that these changes apply to all investors.
New street address or overseas address if non resident
State
Postcode
State
Postcode
Postal address
Daytime telephone
()
Evening telephone
Mobile telephone
Email address
()
Section 5 - For taxation purposes, are you an Australian Resident?
Investor 1
No
ou must supply your full overseas address in Section 4 of this form for our records.
Y
Note For joint applicants your residency status must be the same for all investors.
Yes
Please supply your TFN/ABN
OR exemption reason
Please apply my TFN/ABN or exemption to all my Commonwealth Investment Funds.
Investor 2
No
Yes
ou must supply your full overseas address in Section 4 of this form for our records.
Y
Note For joint applicants your residency status must be the same for all investors.
Please supply your TFN/ABN
OR exemption reason
Please apply my TFN/ABN or exemption to all my Commonwealth Investment Funds.
TFN/ABN or exemption: If you do not provide your TFN/ABN or appropriate exemption, we are required to withhold tax at the
highest marginal tax rate (plus Medicare levy) from income entitlements paid to you. However, you may be able to claim this back in
your tax return.
Section 6 - Method of account operation
Any one investor to sign
All investors to sign
Please note: If you select ‘All investors to sign’, transaction requests must be in writing and be signed by all investors
and transaction requests by telephone will not be permitted.
Form continued next page
001-118 290313
Page 2 of 4
Section 7 - Change of signatories
For incorporated bodies, please provide a certified copy of the Annual General Meeting minutes on company letterhead which
details the appointment of new signatories and the removal of current registered signatories.
For unincorporated bodies, previous and new signatories must be shown.
Please complete Section 14.
Section 8 - Power of Attorney
Please provide a certified copy of the Power of Attorney. Where the Power of Attorney is more than one page, the Power of Attorney
must be certified on every page.
A verified copy of the attorney’s signature must be provided with the Power of Attorney.
Section 9 - Regular Savings Plan (RSP)
Please note: You can only commence a RSP if you already hold units in that Fund. If so, please complete Sections 11
and 12. If you do not hold units in that Fund then you will need to complete an application form in the current PDS.
Please commence a/change my existing (delete one) RSP* as indicated below:
Deduct my regular investments on day
of each month.
Deduct $
Cancel my RSP effective
per month. (Minimum $100 per month)
/
/
Change my bank account details - please complete Sections 11 and 12.
* Which Fund(s)
Section 10 - Monthly Payment Plan (MPP)
Please note: for investments in the Income Fund and Bond Fund only.
Please commence a/change my existing (delete one) MPP* as indicated below:
of each month. Complete Section 11 if new setup.
Make regular payments on day
Pay me $
Cancel my MPP effective
per month. (Minimum $100 per month)
/
/
Change my bank account details (specify bank account details in Section 11).
* Which Fund(s)
Section 11 - Nominated bank account details
If you wish to use ‘InTouch’ for additional deposits or participate in a Regular Savings Plan, you must complete the Direct Debit
Request in Section 12.
Details of your account (all details must be supplied)
Account Name
Name of the financial institution and branch
BSB number
Account number
Section 12 - Direct Debit Request
Please note: You must nominate a bank account in Section 11 if completing this section.
Customer’s Authority (all details must be supplied)
Account name
I/We
authorise and request Colonial First State Investments Limited (APCA User ID Number 060 848) to arrange for funds to be
debited from my/our account at the financial institution identified in Section 11 and as prescribed below through the Bulk
Electronic Clearing System (BECS).
This authorisation is to remain in force in accordance with the terms described in the Direct Debit Request Service Agreement.
(A copy of the Service Agreement may be found in the Product Disclosure Statement.)
Signature(s) (If joint account, all signatures may be required.)
I/We authorise the following:
1 The debit user to verify the details of the above mentioned account with my/our financial institution.
2 The financial institution to release information allowing the debit user to verify the above mentioned account details.
Signature of account holder(s)
✗
001-118 290313
Date
DD/MM/YYYY
Signature of account holder(s)
✗
Date
DD/MM/YYYY
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Section 13 - Change of distribution details
Please note: If you have a Monthly Payment Plan (MPP) or Regular Savings Plan (RSP) distribution income must be reinvested.
Please tick (✔) appropriate box
Fund/Trust details
Reinvest1,3
Direct Credit2
1
0101
Australian Share Fund
0103
Balanced Fund
0105
Share Income Fund
0106
Bond Fund
0107
Growth Fund
0108
Income Fund
0110
International Share Fund
0111
Property Securities Fund
To cross reinvest your distributions
you must complete your account
details in the space provided below.
2
For direct credit, you must complete
your account details on the space
provided below.
3
You can only cross reinvest your
distributions between Funds held
within the same account number.
Direct credit
Account Name
BSB number
Account number
Cross reinvest details for payment of distribution
Note: to cross reinvest your distribution into an existing Commonwealth Investment Fund please advise details in the space below
Reinvest from:
Reinvest to:
Section 14 - Declaration (This section must be completed by all investors)
I/We declare that the information provided on this form is true and correct.
Please amend your records to reflect the change(s) as indicated.
Signature 1
Date
Signature 2
DD/MM/YYYY
✗
✗
Date
DD/MM/YYYY
If signed under Power of Attorney, I/we declare that I/we have not been given notice of revocation of the Power of Attorney by which
this change request form is signed.
ow to change my details:
H
Customer Instructions
Fax this completed form to: 1800 002 715 or Lodge at any Commonwealth Bank branch or Mail this completed form to:
Commonwealth Financial Services
Reply Paid 3306
Sydney NSW 2001
Bank use only - Branch instruction checklist (Original documentation must be retained by the branch)
Ensure all details on this form are completed
Staff name:
Staff title:
Bank Stamp
Branch name:
Staff signature:
Date:
✗
D D / M M / Y Y Y Y
Original form to be faxed immediately to 1800 002 715
001-118 290313
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