Step 1: Ready to apply?

Before you apply, read and consider the relevant Product Disclosure Statement and Target Market Determination documents.

If you're looking for advice tailored to your individual needs, speaking to a financial adviser is a great place to start.

Step 4: Provide proof of identification 

We need to verify your identity before we can provide you with a product or service. 

The application form lists the types of documents you can use to identify yourself.

Step 5: Send your application form and other supporting documents to us

You can choose to send your application and documents by post, or you can submit them electronically. 
 
If you have a financial adviser, they can submit the application online on your behalf.