Onepath Product Issuer Agreement

This should be used as part of your pay tally to identify compensation, event type and product description. Click here to access Yes! The legal agreement that exists is between OnePath and the group of dealers you represent. As part of this agreement, the dealer group is authorized to ask OnePath to adopt certain changes (including the transfer of guidelines) that we must adopt. ANZ Smart Choice Super is a range of products including ANZ Smart Choice Super and Pension, ANZ Smart Choice Super for employers and their employees and ANZ Smart Choice Super for QBE Management Services Pty Ltd and its employees. ANZ Smart Choice Super and Pension is a retail product that is delivered according to the latest PDS available at anz.com/super. ANZ Smart Choice Super for employers and their employees and ANZ Smart Choice Super for QBE Management Services Pty Ltd and its employees are both mySuper compliant enterprise products, delivered in accordance with separate PDS s available from anz.com/smartchoicesuper. On this page, “ANZ Smart Choice Super” refers to ANZ Smart Choice Super for employers and their employees. Yes! Adviser Advantage gives financial advisors the flexibility to post and create reports at any time. Follow the link below to the Adviser Advantage registration page: www.onepath.com.au/adviser/AdviserAdvantage/adviser-login.aspx note that any changes to bank details or changes in payment frequency must be authorized by merchant groups or authorized by merchant groups. This document can be emailed to aps@onepath.com.au You should read the EasyTransact product statement (PDF 104kB) before buying the product or service, canceling or deciding whether you want to continue using the product or service. Information about ANZ`s services, including compensation and other product and service benefits, can be found in ANZ`s Financial Services Guide (PDF 107kB). ANZ is an approved deposit guarantee agency (Banking Act 1959). OnePath Custodians is the issuer of the product, but it is not a bank.

Except under the issuer`s contractual terms (including the SDP), this product is not a down payment or other liability of ANZ or its affiliates. None of them supports or guarantees the issuer or the product. Once we have received all the completed documents, we become: we have developed a short questionnaire that we must complete from you. Pre LIF Grandfathered Policies (before January 1, 2018) Superannuation Fund members are entitled to request certain information from their fund trustee about their fund and investments. We may ask ANZ/OnePath to provide certain information to assist our investigations. We are invited to submit your name ANZ/OnePath, but you can be sure that this will not affect your account. The difference is that the sales account number (SAN) is your personal code used to write new stores or to identify yourself when interacting with OnePath. While the main sales account number represents your group of resellers, you fall under the spot. Adviser Advantage currently offers a large number of reports. Please refer to the following list of available reports; In order for your clients to be transferred between advisors of the same group of merchants, the following documents are required: As soon as a compensation amount is generated, it is paid to your group of merchants during the designated pay cycle.

. Note that pay statements for the last 12 months can only be established with an advisory advantage. If you need help, please send an email to GYSBClassAction@slatergordon.com.au important points to keep in mind when filling out this questionnaire:  ANZ Smart Choice – Customer Service Agreement (PDF 78kB) debit request. Connect to ANZ EasyTransact with your user ID and password. ANZ Smart Choice Super for employers and their employees and the super clearing service offered by EasyTransact are issued by OnePath Custodians Pty Limited (ONEPath Custodians) (ABN 12 008 508 496, AFSL 238346, RSE L000673).