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On 18 November 2023, we’re simplifying some FirstChoice investment option names. This means renaming some investment options from ‘FirstChoice’ and ‘Colonial First State’ to ‘CFS’ and removing ‘Wholesale’ and ‘Select’ from names.
This is a change in name only and won’t affect your clients’ accounts or the investment options they hold. Any data feeds you receive from research houses will be updated automatically to reflect the new names.
What’s changing?
The following name changes will apply to certain investment options:
- ‘Colonial First State’ will change to ‘CFS’
e.g. ‘Colonial First State Index Balanced’ will be renamed to ‘CFS Index Balanced’ - ‘FirstChoice’ will change to ‘CFS’
e.g. ‘FirstChoice Defensive’ will be renamed ‘CFS Defensive’ - ‘Wholesale’ will be removed from investment option names
e.g. ‘DNR Capital Wholesale Australian Equities High Conviction’ will be renamed to ‘DNR Capital Australian Equities High Conviction’ - ‘Select’ will be removed from investment option names
eg. ‘Alphinity Sustainable Share Select’ will be renamed to ‘Alphinity Sustainable Share’.
View the full list of investment option name changes.
Please note: for Xplan users, there will be a slight change to how our FirstChoice product suite is referenced in your data feed. From 18 November, ‘Colonial First State’ will be replaced with ‘CFS’ at the product level. E.g. ‘Colonial First State FirstChoice Wholesale Personal Super’ will change to ‘CFS FirstChoice Wholesale Personal Super’.
How we’re communicating with your clients
Your clients will be notified of these changes via a Key Changes Flyer later this year. Clients will also be able to access FAQs and see which investment options have changed names here.
There’s no action you or your clients need to take. These changes will come into effect automatically on 18 November.
Our disclosure documents will also be updated on this date.
More information
View the full list of investment option name changes and more information about these changes at cfs.com.au/firstchoice options.
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Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments.
Information on this webpage is provided by AIL and CFSIL. It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at https://www.cfs.com.au/tmd which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36.