Contact Us

Disclosure Documents and Forms

Product Information

Investment Service IDPS Guide

 

Application Forms

FormsDescription
Investment Service Application FormJoin simpleWRAP Super as an investment member

General Forms

FormsDescription
Additional Deposit FormMake additional deposit into your investment account
Direct Debit Request FormArrange to make regular deposits via direct debit
Investment Strategy FormNominate your investments within your simpleWRAP account
Investor Alteration Advice FormChange your details or payment details
Online Service Registration FormTo apply for access to the online services facility (web)
Proof of Identity Compliance FormIf you are applying for simpleWRAP directly, this form needs to be completed along with your Application Form.
Third Party Authority FormTo apply for administration fee discount across different products/accounts
Related Accounts Application FormTo apply for administration fee discount across different products/accounts
Withdrawal AdviceTo withdraw funds from your account
  • simpleWRAP © 2018
  • PO Box 3528, Tingalpa DC QLD 4173
  • 1300 586 165
  • enquiries@simplewrap.com.au