Required information

We provide correct valuations for all funds, regardless of whether there are approved scheme-specific methods/factors, or not.

Either download the Valuation Brief and free-fax it together with all supporting documentation, or complete the following form and submit over the Internet or print/fax it.

Firm Name:
Firm Address:
Practitioner's Name:
Occupation:	Solicitor Financial Planner Accountant Judiciary Personal Other
Phone:
Facsimile:
Email:
Our Ref:
Our Re:

 

We act for:	Husband Wife Both
Husband's Name:
Husband's D.O.B. (D/M/Y):
Wife's Name:
Wife's D.O.B. (D/M/Y):
Instructions:	Provide Valuation Report Quote Provide Only
Value for:	Husband Wife Both
Relevant Date:	Use dates that match information dates Special instructions (below)
Special Instructions:

 

Now enter details for each interest.

1st Fund/interest

Name of fund/interest:
Type of Interest:	Defined Benefit Interest Accumulation Fund Combination DBI & AF Scheme-specific methods/factors Not sure (will fax documents) scheme-specific funds
Available Information:	Superannuation Information Form - dated Member Information Statement Other Information

 

2nd Fund/interest

Name of fund/interest:
Type of Interest:	Defined Benefit Interest Accumulation Fund Combination DBI & AF Scheme-specific methods/factors Not sure (will fax documents) scheme-specific funds
Available Information:	Superannuation Information Form - dated Member Information Statement Other Information

 

3rd Fund/interest

Name of fund/interest:
Type of Interest:	Defined Benefit Interest Accumulation Fund Combination DBI & AF Scheme-specific methods/factors Not sure (will fax documents) scheme-specific funds
Available Information:	Superannuation Information Form - dated Member Information Statement Other Information

 

Enter the characters exactly as shown above:
Send This Request Via:	Internet Printer then Free-Fax

Click the "Submit" button to proceed.