KeyInvest Customer Forms
If you are unsure which form you require, please call our friendly staff for assistance on 1300 658 904.
Life Events Bond
- Life Events Bond Application Form & Disclosure Statement
- Life Events Bond Supplementary PDS 1 July 2017
- Life Events Bond Fact Sheets
- Latest Performance Information
- Life Events Bond Brochure
- Switch Request Form
- Funeral Bond Fact Sheet
- Funeral Bond Application Form & Disclosure Statement
- Client Care Statement (QLD Residents Only)
- Funeral Bond Brochure
- Overview of the benefits
- Tax effective investing and saving for education
- Complementing superannuation
- Estate planning and wealth transfer
- Complex financial advice strategies
- Comprehensive Age Pension Calculator
- Future Value Calculator
- Life Event Saving Calculator
- Life Event Saving Calculator up to three events
- Funeral Bond Strategy
- Investment Bond Strategies
- Adviser Portal Application Form
- Client Authority Online Applications
- Funeral Bond Online Application Q&A
- Order Form
- Additional Investment Application Form
- Change of Details Form
- Direct Debit Request Form (Includes Agreement)
- Income Security Fund - Regular Deduction Request
- Withdrawal Form
- Personal Profile Guide
- Trust ID Form
- Individual ID Form
- Company ID Form
- Change of Address Form
- Foreign Tax Resident – Self Certification Form
- KeyInvest Financial Services Guide
Our Financial Products have been designed to Help You Save for the Future
Enjoy Life knowing Your Future is Secure with KeyInvest.
Call Us Today on 1300 658 904 or Complete the form below and one of our friendly staff will contact you asap.
We are extremely happy with the high level of support that KeyInvest consistently provide and offer to our practice. It not only makes us feel valued, but it permits us to provide a superior level of service to our clients. Not only are the staff amazing, but they also have a good set of tools and resources.
Forbes Wealth Planning
We are extremely happy with the high level support that KeyInvest consistently provide and offer to our practice. It not only makes us feel valued, but it permits us to provide a superior level of service to our clients. Not only are the staff amazing, but they also have a good set of tools and resources as well.
Forbes Wealth Planning
I have had a business relationship with KeyInvest for many years and throughout that time they have always been easy to deal with and always supportive in our endeavours to assist our clients. They continue to provide a great service and have a select range of services and products that are tailor-made for specific client situations. I have no hesitation in me or any of my advisers recommending KeyInvest to our clients where required.
David Schultz - Financial Planner
We have been using Keyinvest for the past few years. We are always reluctant to use a new provider as you never know what level of service you will receive. On our first application we wanted some assistance just to guide us through. The team at Keyinvest were so obliging. Every time we contact them they are the same. It is such a refreshing change from the usual help desk random mood, random answer stereotype.
Tony Skinner - Wealth Strategist
SWM Finance Matters