PDSs and Brochures

Life Insurance – ClearChoice
ClearView ClearChoice Combined Product Disclosure Statement and Policy Document

ClearView ClearChoice Super Rollover PDS

ClearView ClearChoice Super Rollover Additional Information brochure

Life Insurance - LifeSolutions
Web Update - LifeSolutions PDS

5 October 2021

LifeSolutions and LifeSolutions Super website update - complaints handling

5 October 2021

LifeSolutions Super rollover website update - complaints handling

5 October 2021

ClearView LifeSolutions Combined Product Disclosure Statement and Policy Document

5 April 2021

LifeSolutions Super Rollover Product Disclosure Statement

5 April 2021

LifeSolutions Super Rollover Additional Information Brochure

5 April 2021

Web Update - LifeSolutions Super PDS

1 May 2021

Life Insurance - Products Closed prior to 2021
Website update - UCT closed life insurance products

WealthFoundations Super and Pension
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.

WealthSolutions2
The WealthSolutions2 documents below should be read with the Additional Information Brochure, Investment Booklet and Important Updates to the Product Disclosure Statement 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 20 December 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 20 December 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

CFML Managed Funds
CFML Antipodes Global Fund Website Update 1 October 2021

CFML Antipodes Global Fund

CFML ClearBridge RARE Emerging Markets Fund Website Update 1 October 2021

CFML ClearBridge RARE Emerging Markets Fund

CFML Fairlight Global Fund

CFML First Sentier Investors Infrastructure Fund Website Update 1 October 2021

CFML First Sentier Investors Infrastructure Fund

CFML Fixed Interest Fund Website Update 1 October 2021

CFML Fixed Interest Fund

CFML Money Market Fund Website Update 1 October 2021

CFML Money Market Fund

CFML Schroder Equity Opportunities Fund Website Update 1 October 2021

CFML Schroder Equity Opportunities Fund

CFML Stewart Investors Worldwide Sustainability Fund Website Update 1 October 2021

CFML Stewart Investors Worldwide Sustainability Fund

CFML Additional Information Brochure

CFML Funds Buy-Sell Spread Information

ClearView Managed Investments

Note: Important changes from Monday 16 May 2022 – investors will have access to lower ongoing management costs, restructured investment options and the financial advice feature will conclude. For more information, please read the Significant Event Notice dated 8 April 2022 below.

ClearView Managed Investments Significant Event Notice dated 8 April 2022

ClearView Managed Investments Product Disclosure Statement

ClearView Managed Investments Additional Information Booklet

ClearView Managed Investments Application form

ClearView Superannuation and Roll-overs

Note: Important changes to your account – members in the ClearView Superannuation and Roll-overs product will be transferred to the WealthFoundations Super product effective 19 May 2022. For more information, please read the Significant Event Notice dated 8 April 2022 below.

ClearView Superannuation and Roll-overs Significant Event Notice dated 8 April 2022

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: Important changes to your account – members in the ClearView Pension Plan product will be transferred to the WealthFoundations Pension product effective 19 May 2022. For more information, please read the Significant Event Notice dated 8 April 2022 below.

ClearView Pension Plan Significant Event Notice dated 8 April 2022
 
ClearView Pension Plan Product Disclosure Statement

ClearView Pension Plan Additional Information

ClearView Pension Plan Application form

Target Market Determination Target Market Determination
phone icon 132 979 9am-6pm Mon-Fri

This website is intended to provide general information only and the information has been prepared without taking into account any particular person's objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. ClearView Life Nominees Pty Limited is not authorised to provide financial product advice and you should seek independent financial advice and read the relevant Product Disclosure Statement (PDS) before making any decision about a product. Cooling-off periods apply.  For more information please refer to the relevant PDS.  A copy of the relevant PDS can be obtained from 132 979 or on our website www.clearview.com.au. You can find the target market determinations for the products at www.clearview.com.au/tmd. Past performance is not a reliable indicator of future performance. For information relating to tax, please consult an independent tax expert before acting on such information. 

ClearView acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.