Adviser Registration and Change of Details Form, Recipient Created Tax Invoice (RCTI) Agreement. The loan, deemed a business use loan facility, was secured in 2006 against the family home when Ms Douglas was still married to Mr David James, a wine entrepreneur whose business collapsed in November 2013 with millions of dollars of premium wines that were held in trust for 300 owners vanishing. Before making a decision whether to acquire or continue to hold a Suncorp super product, you should read the relevant Suncorp super disclosure documents, including the product disclosure statement and product guide for the product. "I sat in a room during the FOS conciliation with people from AMP who knew I hadn't signed the loan, yet they pressured me to sign, saying it would only be available for the day.”. Step 2 Give your employer this Letter of compliance with your completed form. The business of one of AMP's star financial advisers appeared to have cut and pasted signatures on to loan contracts, including one for a $600,000 loan to a woman. Use this form to tell us that you have stopped smoking and need to update your smoking status. Use this form if you would like to reinstate your insurance cover stopped due inactivity. Use this form to keep stop your insurance cover from being cancelled and retain your existing cover. This letter confirms that our Suncorp Superannuation products are complying superannuation funds. Use this from when registering as a new dealer. Facing severe financial hardship? Use this form if you have an existing investment in the Suncorp Traditional Capital Guaranteed Fund and want to continue this investment in your Suncorp Brighter Super or SESP account. It added that the authorised representative had been given a formal warning and told to stop "recycling" signatures. Use this form to register as a new dealer who may provide financial services in relation to Suncorp superannuation products. Use this form to confirm your insurance arrangements after leaving employment with the Suncorp Group. We need your account number or product name to find your fund details. Water Corporation to join AMP’s SignatureSuper, N M Superannuation Proprietary Limited Board, AMP launches award-winning pension payment solution, Benefit payments rise dramatically ahead of July 1 super changes, Cash contributions triple ahead of super changes. Use this form to apply for insurance cover or to apply for additional/increase to existing cover in your Suncorp Employee Superannuation Plan account if you are an ex Promina member. Use this form to transfer money into your Suncorp Superannuation account request a search for lost super. Use this form to change the adviser on your Suncorp Superannuation account. AustralianSuper is a complying, resident and regulated super. At the time she was a single parent, jobless and couldn't afford to pay the home loan repayments. It said the adviser also probably engaged in misleading or deceptive conduct under the Corporations Act and “may have breached his fiduciary duty as a financial advisor to Ms Douglas”. It said clients had given their permission in each of the cases. If you’d like your employer to pay your future Super Guarantee contributions into Catholic Super, please complete Step 1 below and give this form to your employer. Use this form to change business details, including but not limited to name, third party authorities, adviser. Manage your AMP super. The Protiviti report said the AMP adviser “likely instructed an employee, facilitated or engaged in fraudulent conduct in his capacity as an authorised representative of AMP Financial Planning’s AFSL”. It’s easy to manage your AMP Superannuation with My AMP online. ���� � You can manage your investments and view your account balance 24 hours a day, 7 days a week. Use this form if you’re making contributions for your employees who’ve exercised choice of fund and you are paying via cheque. The business of one of AMP's star financial advisers appeared to have cut and pasted signatures on to loan contracts, including one for a $600,000 loan to a woman who knew nothing of its existence until AMP pursued her for repayments on it after her divorce.
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