Forms and resources

• LifeBuilder
• ChildBuilder
• Funeral Bond

• LifeBuilder
• ChildBuilder
• Funeral Bond

• LifeBuilder
• ChildBuilder
• FuneralBond

The information in this document forms part of the Product Disclosure Statement for Generation Life investment bonds dated 28 February 2023.

• LifeBuilder
• ChildBuilder
• FuneralBond

The information in this document forms part of the Product Disclosure Statement (‘PDS’) for Generation Life investment bonds dated 28 February 2023.

The US Foreign Account Tax Compliance Act (FATCA) requires us to collect certain information about each investor’s US person status and FATCA classification.

Financial Services Guide

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Current Buy/Sell Spreads and Indirect Costs

Current fees and costs

Completing proof of identity information

Use this form if you want to nominate an Account Guardian.

• Use this form if you want to make additional investments via direct debit
• Use this form if you want to set up a Dollar Cost Averaging facility

Use this form if you want to appoint or remove an Adviser Representative.

Use this form to change your details

Use this form to appoint, change or remove a financial adviser

Use this form to change details for your ChildBuilder investment.

Use this form if you want to nominate a Co-Signatory.

Use this form to provide notification of a death related to a LifeBuilder, ChildBuilder, or Generation Life Tax Effective Equity Income Fund account(s).

Use this form to nominate or update your LifeBuilder beneficiaries.

Use this form to nominate or update your LifeBuilder future event transfer nominees.

As a Regular Income Payment recipient, you can use this form to change, cancel, or re-instate a Regular Income Payment.

• Use this form if you want to switch between investment options.
• Use this form if you want to set up or cancel an auto-rebalancing facility, and/or request a once off rebalance.
• Use this form to update your Default Investment Allocation.

Use this form if you want to add additional life/lives insured to your existing LifeBuilder investment or change the investment term.

Use this form to nominate how you want to receive your investment proceeds on the maturity of your investment term.

Use this form to commence, change or cancel a Regular Savings Plan (LifeBuilder, ChildBuilder or FuneralBond).

Use this form to establish, change or cancel a Regular Withdrawal facility for a LifeBuilder or ChildBuilder investment.

Use this form to transfer ownership of your LifeBuilder or ChildBuilder investment.

Use this form to make a partial or full withdrawal from your LifeBuilder or ChildBuilder investment.

Funeral Benefit Business Act Form 1 (for Queensland residents investors only)

Use this form to make a FuneralBond claim if you are an estate or acting on behalf of an estate

Use this form to make a FuneralBond claim if you are a funeral director

Use this form to transfer ownership of a FuneralBond to a funeral director as part of a pre-paid funeral arrangement.

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Generation Life APIR Codes - May 2024

Annual Investment Update 2024

Latest issued Target Market Determinations