PDSs and Brochures

Life Insurance
Important update - LifeSolutions Super

ClearView LifeSolutions Combined Product Disclosure Statement and Policy Document

LifeSolutions Super Rollover Product Disclosure Statement

LifeSolutions Super Rollover Additional Information Brochure

Website update - UCT closed life insurance products

Web Update - LifeSolutions Super PDS

WealthFoundations Super and Pension
WealthFoundations Super and Pension Website Update 1 July 2021

WealthFoundations Super and Pension Product Disclosure Statement

WealthFoundations Super and Pension Additional Information Brochure

WealthFoundations Super and Pension Investment Options List

WealthFoundations Application Form

WealthFoundations Super and Pension Application Form. Old applications dated 1 July 2020 will be accepted until 31 July 2021.

WealthSolutions2
The WealthSolutions2 documents below should be read with the Additional Information Brochure and Investment Booklet available here.
 
WealthSolutions2 IDPS Guide (Part 1 & 2)

WealthSolutions2 IDPS Application form

WealthSolutions2 Super and Retirement Product Disclosure Statement (Part 1 & 2)

WealthSolutions2 Super and Retirement Application form

WealthSolutions Investments
WealthSolutions Investments Website Updates

The website update is dated 1 July 2021 and should be read in conjunction with the WealthSolutions IDPS Guide dated 4 May 2021.

WealthSolutions Investments IDPS Guide

WealthSolutions Investment Booklet

WealthSolutions Super and Retirement Income
WealthSolutions Super & Retirement Income Website Updates

This website update is dated 1 July 2021 and should be read in conjunction with the WealthSolutions Super and Retirement Income Product Disclosure Statement (PDS) and Additional Information Brochure (AIB) dated 4 May 2021.

WealthSolutions Super and Retirement Income Product Disclosure Statement

WealthSolutions Super and Retirement Income Additional Information Brochure

WealthSolutions Investment Booklet

WealthSolutions Super and Retirement Income Application Form

Closed to new members from 1 December 2020

ClearView Managed Portfolios
ClearView Managed Portfolios Product Disclosure Statement

ClearView Managed Portfolios Additional Information Brochure

ClearView Managed Portfolios Investments Brochure

ClearView Managed Portfolios Website Update

This website update is dated 22 March 2021. This website update should be read in conjunction with the ClearView Managed Portfolio Product Disclosure Statement dated 26 June 2020.

CFML Managed Funds
CFML Antipodes Global Fund

CFML First Sentier Investors Infrastructure Fund

CFML Fixed Interest Fund

CFML Money Market Fund

CFML ClearBridge RARE Emerging Markets Fund

CFML Schroder Equity Opportunities Fund

CFML Stewart Investors Worldwide Sustainability Fund

CFML Additional Information Brochure

CFML Funds Buy-Sell Spread Information

ClearView Managed Investments

For Investment Options:
Australian Shares Growth, Diversified Balanced, Diversified Growth and Diversified Stable,
(Open to new and existing investors for these Investment Options)
Please note the Aggressive, Assertive, Conservative, Cautious, Monthly Payment and Prudent Options are now closed.

ClearView Managed Investments Product Disclosure Statement

ClearView Managed Investments Additional Information

ClearView Managed Investments Application form

ClearView Managed Investments Buy-Sell Spread Information

ClearView Superannuation and Roll-overs
Note: only open to existing members
ClearView Superannuation and Roll-overs Product Disclosure Statement

ClearView Superannuation and Roll-overs Additional Information

ClearView Superannuation and Roll-overs Application form

ClearView Pension Plan
Note: only open to existing members
ClearView Pension Plan Product Disclosure Statement

ClearView Pension Plan Additional Information

ClearView Pension Plan Application form

Target Market Determination Target Market Determination