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Enabling Prosperity and
Wisdom

Product provider forms

Please click on your product provider from the following list. That provider’s form page will open in a new window.

BT Financial Group

Colonial First State

ING

Spectrum Super (IOOF)

MLC

Misc. forms

ATO Rollover Form

Trust Company Limited Fact Find

Data collection forms

Client - Initial Information

Client - Full Information

Client - Super Information

Anu Wealth information

Financial Services Guide

Adviser Profile – Harvey James