Investment Opportunities > Managed Accounts > BlueChip Series Forms

BLUECHIP SERIES INVESTOR FORMS

The following are forms to administer your 2020 DIRECTINVEST BlueChip Series account. We will confirm receipt of all forms within 24 hours - in the event that you do not receive a confirmation, please contact our office. No responsibility is accepted for forms lost in transit.

WHICH FORM?
Account Action
Application	Download the appropriate product disclosure statement for the application form.
Additional investments	You can arrange with your bank to make a BPAY transfer using the BPAY Biller and Customer code that was provided when you opened your account. Please call our office on 02 8273 2020 for your reference number.
Start / Cancel regular investment	Complete the Regular Contribution Amendment form.
Change bank account details	Complete the Change of Bank Account form.
Change contact details	Complete the Change of Address form.
Change account login details	Please call our office 02 8273 2020 to reset your account login.
Make withdrawal	Partial withdrawal: Please complete the partial withdrawal request form. Full withdrawal: Please complete the Account Closure Form.
Change income election options	Complete the Customisations form.
Other customisations	Complete the Customisations Form for stock substitutions and/or apply minimum holding locks on securities.

When a margin loan is linked to your Separately Managed Account, the account (and all securities within the account) is security for the loan, therefore the margin lender must approve all changes or instructions relating to the account. Please contact your margin lender to make any changes to your account.

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Corporate Authorised Representative AR No 336649 | Financial Services Guide

BASICS	MORE
Types of investments	Managed Funds	Managed Accounts
Risk profiles	Superannuation	Wrap Accounts
Asset classes	Self Managed Super Funds
Diversification	Account based pension
"Timing the market"	Margin lending
Dollar cost averaging	Financial advice
Reinvesting income	Insurance
Understanding fees

INVESTMENT TYPE

BASICS

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BLUECHIP SERIES INVESTOR FORMS

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