PDS & Forms

Document
Centuria LifeGoals Investment Bond Product Disclosure Statement (PDS)
Download the Centuria LifeGoals Investment Bond PDS
Document
Additional Investment Form
Make an additional investment in your Centuria LifeGoals investment bond
Document
Application to Switch
Switch your investment to a different fund in your Centuria LifeGoals investment
Document
Redemption Request
Withdraw funds from your Centuria LifeGoals investment bond
Document
Investment Plan Direct Debit Request (DDR) Form
Provide your nominated bank account details to set up a direct debit for your Centuria LifeGoals Investment Bond
Document
Change of Address Notification
Update address details
Document
Change of Contact Details
Update your contact details
Document
Memorandum of Assignment
Transfer the ownership your Centuria LifeGoals Investment Bond
Document
Beneficiary Nomination
Make a binding beneficiary nomination
Document
Section 1071B Statement
Where Probate/Letters of administration have been granted in an Australian Territory or State other than where the securities are registered.
Document
Name Correction Request and Indemnity
Update or correct your name
Document
Email Collection Form
Nominate to receive all unitholder communication electronically
Document
Automatic Exchange of Information (AEOI) Self Certification Form
Record your Tax Residency in accordance with the Foreign Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS).

All forms for investors and advisers are also available via Centuria Investor website.

In order to login you will need your Reference Number and password.  If you have forgotten your Reference Number or password, or have not registered for access, please contact the Centuria Investor Services Team on:

Telephone: 1800 182 257

Email: Bonds.Enquiry@CenturiaInvestor.com.au