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Library

Product Disclosure Statement and forms

This section contains key documents relating to our investment solutions. If you have any queries relating to any material here, please contact our Investor Services team on 1800 671 849 or email investorservices.au@avivainvestors.com

Product Disclosure Statement

  • Aviva Investors Direct SMA PDS
    (2.07 MB)
  • Aviva Investors Professional Selection PDS
    (3.88 MB)

Customer Identification Verification Form

  • Australian company, trust incl. super funds or partnership
    (129 KB)
  • Individual, joint investors or sole trader
    (118 KB)
  • Registered co operative
    (66 KB)
  • Foreign companies
    (118 KB)
  • Government body
    (59 KB)

Important Forms

  • Anti Money Laundering – Agreement for Customer Identification Procedures
    (19 KB)
  • Change of Details Form
    (96 KB)
  • Direct Debit Authorisation Form
    (84 KB)
  • Email consent form
    (71 KB)
  • Financial Adviser Nomination Form
    (92 KB)
  • Personal Choice Redemption form
    (316 KB)
  • Professional Selection Redemption form
    (327 KB)
  • Tax File Number Notification Form
    (91 KB)

ABOUT US

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INVESTMENT SOLUTIONS

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FUND PERFORMANCE

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  • After-tax return

HOW TO INVEST

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LIBRARY

  • PDS and forms
  • Fund profiles
  • Quarterly review
  • Investor update
  • Financial reports
  • Taxation statement guide
  • Key dates
  • Distribution components
  • Ex-prices and CPUs

© 2012 Aviva Investors

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From 1 October 2011, Aviva Investors Australia Limited (ABN 85 066 081 114) is a wholly-owned subsidiary of National Australia Bank Limited and is no longer part of the Aviva plc Group.

If you have any difficulties accessing any website information please contact our Investor Services team on 1800 671 849 or email us at investorservices.au@avivainvestors.com.au

Morningstar Disclaimer

S&P Fund Awards: Standard & Poor’s Information Services (Australia) Pty Ltd (ABN: 17 096 167 556, Australian Financial Services Licence Number: 258896) (“Standard & Poor’s) Fund Awards are determined using proprietary methodologies. Fund Awards and ratings are solely statements of opinion and do not represent recommendations to purchase, hold, or sell any securities or make any other investment decisions. Ratings are subject to change. For the latest ratings information please visit fundsinsights.com.au