[ FC ONE ]

FC One is a range of investment products exclusively available to client's of First Capital Fiancial Planning. Please read the Product Disclosure Statements (PDS) provided below by clicking on the product name.

 

 

Offer Documents

 

 FC ONE Retirement Builder PDS Size 4.29mb
This is the comprehensive Product Disclosure Statement (PDS) for our exclusive superannuation product for managed funds. Last updated Januray 2008, it includes the Supplementary PDS.

 

 FC ONE Investment Builder PDS Size 0.99mb
This is the comprehensive Product Disclosure Statement (PDS) for our exclusive investment product for managed funds. Last updated Januray 2008.

 

 

Related Forms

 

 FC ONE Account Amendments Size 0.07mb
Change the details of your FC ONE product, such as Personal Details, Additional Investment Allocations, Reweight Details, Pension Details, etc.

 

 FC ONE Additional Regular Investments Size 0.50mb
Make an Additional Investment, set up a Regular Investment, or change the details of either.

 

 FC ONE Customer ID Form - Individual Size 0.07mb
To accompany any new business or change of detail for an individual, this form outlines the regulatory requirements for provision of identification when setting up a financial product.

 

 FC ONE Customer ID Form - Joint Size 0.08mb
To accompany any new business or change of detail for a joint account, this form outlines the regulatory requirements for provision of identification when setting up a financial product.

 

 FC ONE Direct Banking Checklist Size 0.05mb
When making a direct contribution to your investment, this checklist ensures it is processed and invested as soon as possible without delay.

 

 FC ONE Beneficiary Nominations Form Size 0.075mb
Indicate the beneficiaries of your investment products, and set the binding conditions.

 

 FC ONE Super Choice Fund Nomination Size 0.477mb
Re-direct your employer Superannuation Guaranteed Contributions (SGC) to FC ONE Retirement Builder. This form is for submission to employers by employees.

 

 FC ONE Switching & Re-weight Form Size 0.07mb
For switchinbg investment products, reweighting your portfolio or setting up an automatic rebalance facility.

 

 FC ONE Transfer to Pension Form Size 0.84mb
To convert any FC ONE Retirement Builder into annuated penion phase.

 

 

FC1 RB - Investment Allocation Authority Size 0.15mb
This form is used to change the allocation of funds in your Retirement Builder portfolio.

  

 FC1 IB - Investment Allocation Authority Size 0.15mb
This form is used to change the allocation of funds in your Investment Builder portfolio.

 

If the particular form you seek is not available here, you can request it by sending us an email to info@edplan.com.au.