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Forms

The forms section allows you to download and print forms associated with our product solutions and services.

Certification of documents

You may be required to provide us with certified identification or evidence of proof of age, such as a Drivers Licence, passport or Birth Certificate, for certain transactions.

Click here to obtain a list of people who can certify documents for you.

IFSA identification forms

In order to comply with the Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) legislation act, Skandia has implemented the Know Your Customer identification component from 14 April 2008. This means that identification requirements are now required to accompany all application forms for new Pension or Managed Investment accounts, and withdrawal forms for requesting redemptions from superannuation.

To make this process easier we have provided you with an identification requirements reference table. This table outlines which form you need to provide, according to your investor type. Click here to access the identification requirements reference table.

Once you have determined which to complete, simply select the form from the list below.


If the required level of identification is not initially received by Skandia, our team will contact you to obtain the necessary evidence. Please be aware that this will delay the processing of your request from our normal service standards and if we are not able to obtain the required level of identification we will be unable to process your request.

Administration Forms

Simply select the product group from the list below, then select the form you require.

 

Application Forms

Simply select the product from the list below, then select the application form.

Skandia One Product Suite

 

Skandia Wholesale Product Suite

 

Tax Guides


 

 

 

 

   
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