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Client consent made easy on FirstChoice and CFS Edge

We accept electronic signatures from 16 popular providers.

CFS recognised electronic signature providers

Adobe Sign 

Annature 

Box Sign

CWT

DocuSign

FuseSign

GetAccept

DropBox Sign

IRESS/XPlan

JustSign 

Nitro Sign

OneSpan

PandaDoc 

PleaseSign

SignNow 

Workiro

More enhancements

Sign on Glass is also now accepted. Your clients can provide their consent using their personal electronic device and are not required to print or scan paperwork.

 

To make client consent even easier for you and your clients, all forms approved for electronic signatures* are now accepted with single-factor authentication. Two-factor authentication remains available if it is your preference to authenticate forms with the additional layer of security.

Keep in mind

Single-factor authentication and two-factor authentication verification use your client’s current email address and mobile phone number, so please ensure these details are up to date.

 

Adviser contact details cannot be used in place of client contact information.

 

There are some forms or transactions, including change of bank details, where we may need to make a security call to your client to verify their identity or instructions. This is to protect against potential fraud.

What you'll need

You’ll need to have your own subscription to the electronic signature vendor of your choice in order to use this process, unless using the Digital Communications Tool via FirstNet Adviser, which remains unchanged.

 

See complete list of approved forms below.

Form
Form

Additional & regular investment

Form

Adviser nomination

Form

Adviser online transaction authority

Form

Adviser service fee (fixed-term) consent

Form

Adviser service fee (one-off) consent

Form

Adviser service fee (ongoing) consent

Form

Application forms

Form

ATO - Application for departing Australia super payment (DASP)

Form

ATO - Capital gains tax cap election

Form

ATO - Contributions for personal injury election

Form

ATO - Death Benefit Rollover Statement

Form

ATO - Downsizer Contribution into Superannuation

Form

ATO - Inactive low-balance accounts

Form

ATO - Rollover Benefits Statement

Form

ATO - Rollover initiation request

Form

ATO - Tax file number declaration

Form

Change of bank account details (Pension only)

Form

Change of contact details (Pension only)

Form

Change of details

Form

Change of Details - pension payment update

Form

Consolidate your super

Form

Contribution Declaration

Form

Direct debit authority

Form

Election form to keep insurance cover – inactive accounts

Form

FirstChoice Super Insurance Application

Form

FirstChoice Employer Super Investment Selection

Form

FirstNet Investor registration

Form

FirstRate Term Deposit options - change of maturity instructions

Form

Life events cover

Form

Notice of intent to claim a tax deduction

Form

Regular withdrawal

Form

Reinstatement of Insurance Cover

Form

Request for Information

Form

Rollover & Superannuation Fund Insurance application

Form

SMSF Data Feed Authority

Form

Spouse application

Form

Switch

Form

Tax Status Declaration Form - Entities

Form

Tax Status Declaration Form - Individuals

Form

Transfer of insurance cover

Form

Transfer of insurance cover (from a CFS/CBA policy only)

Form

Upward Variation Agreement

Form

Withdrawal (to an existing pre-nominated bank account)

Form

Withdrawal - Pension Products

Form

Withdrawal - Investment Products

Form

Withdrawal - Superannuation Products

Form
Comments
Form

Adviser fee consent form

Comments
Form

ATO - Capital gains tax cap election

Comments
Form

ATO - Contributions for personal injury election

Comments
Form

ATO - Downsizer contribution into superannuation form

Comments
Form

ATO - Inactive low-balance accounts

Comments
Form

ATO - Notice of intent to claim or vary a deduction for personal super contributions

Comments
Form

ATO - Request for rollover of whole balance of super benefits between funds

Comments
Form

ATO - Superannuation contributions splitting application

Comments
Form

ATO - Tax file number declaration 

Comments
Form

CFS Edge Super account application form

Comments
Form

CFS Edge Pension account application form

Comments
Form

CFS Edge Investments individual/joint application form

Comments
Form

CFS Edge Investments organisation application form

Comments
Form

Change of adviser form

Comments
Form

Change of bank account details form

Comments
Form

Investments Account closure form

Comments
Form

Investments Account signatory settings form

Comments
Form

Investments Non-advised withdrawal form

Comments
Form

One-off advice fee consent form

Comments
Form

Super and Pension Permanent incapacity application

Comments

Section 6 can contain an electronic signature, however section 7 (medical reports) requires wet signatures

Form

Super and Pension Rollover transfer in request

Comments
Form

Super and Pension Withdrawal form

Comments
Form

Tax status declaration form - Individuals

Comments
Form

Third-party access request

Comments
Form

Third-party user registration form

Comments
Form

Transfer request letter

Comments

Wet signatures are preferred as the external provider may not accept electronic signatures

Adviser and licensee forms
Form
Form

Licensee registration form

Form

Adviser registration form

Form

Platform user access and maintenance form

Form

FSC identification form - individuals & sole traders

Form

FSC identification form - Australian companies

Form

FSC identification form - foreign companies

Form

FSC identification form - Australian regulated trusts

Form

FSC identification form - unregulated Australian trusts & foreign trusts

Form

FSC identification form - associations

Form

FSC identification form - partnerships & partners

Form

FSC identification form - government body

Please note: Financial Services Council (FSC) forms do not require a client signature. You can either sign electronically and upload to the document library or bundle it with your client documents using an accepted electronic signature provider.

Here's how

  1. For single-factor authentication, the email address or mobile number will be used to verify the consent of the client. For two-factor authentication, both the email address and mobile phone number will be used to verify the consent of the client.

  2. Download the form from our website and use your electronic signature provider to have your client electronically sign the form. Ensure SMS authentication is enabled if you wish to use two-factor authentication.

  3. When the forms have been signed and completed by your client, download the document. It is important to ensure that the electronic certificate/audit trail has been included with the form in one PDF document.

  4. Upload the document via e-Post ensuring that the Certificate of Completion with Envelope ID, Final Audit Report with Security Panel Banner or security certificate are included.

Unleash in ways you never thought possible

Get in touch

For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.

Contact us    Call 13 18 36

Find a Business Development Manager

Need more information or support? 

 

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*Forms requiring witnessing cannot be accepted electronically.

 

Adviser Use Only

Avanteos Investments Limited ABN 20 096 259 979, AFS Licence 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. AIL is also the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 and issuer of FirstWrap Plus Super and Pension and FirstWrap Super and Pension (closed to new investors 28 March 2011). 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. CFSIL is also the Investor Directed Portfolio Service (IDPS) operator, administrator and custodian of the Avanteos Wrap Account Service and issuer of products which includes the FirstWrap Plus Investments and FirstWrap Investments (closed to new investors 28 March 2011). This information is based on current requirements and laws as at October 2022. While all care has been taken in preparing the information contained in this document (using reliable and accurate sources), to the extent permitted by law, no one including AIL and CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. This document provides general information for the adviser only and is not to be handed to any investor. It doesn't take into account anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) before making any recommendations to a client. The FirstChoice PDSs and the FSG can be obtained from www.cfs.com.au or by calling us on 13 18 36 and FirstWrap PDSs, FSGs and IDPS Guides can be obtained from www.firstwrap.com.au or by calling us on 1300 769 619.