Product information

http://www.investinfo.com.au/site/cms/dpm/public/investor_info/

DPM provides investors access to the following via your financial adviser:

 

• DPM Investment Service
• DPM Retirement Service - Superannuation Service
• DPM Retirement Service - Pension Service

Claims processes

• claims processes information

  Investment information

• DPM Investment Service IDPS Guide
• Investment Allocation Authority
• Select Margin Loan Offer Documents (incl. PDS, Incorporated Statements, Product Guide and Angreement)
• Select Margin Loan - Increase Credit Limit Form
• Select Margin Loan - Change of Margin Call Notification Details Form

  Retirement information

• DPM Retirement Service PDS
• DPM Retirement Service Reference Guide
• Investment Allocation Authority
• Shares List

  Protection information

• Protectionfirst PDS

  Administration forms

• Additional - Regular Investments
• Switching and Reweighting
• Account Amendments
• Withdrawals
• Ad-hoc Adviser Service Fee
• Transfer of Super Benefits
• Transfer to Pension
• Nomination of Beneficiaries
• Contribution split to Spouse Account
• Tax Deduction Notice Section 290-170
• Super Choice - Fund Nomination
• Customer Identification - Individual
• Customer Identification - Non Individual
• Select Margin Loan - fee schedule
• Select Margin Loan - statement of position
• Direct Banking checklist
• Online authority - Adviser
• Registration - Voice Recognition
• In specie transfer to DPM Investment Service
• Deposit - Standard Transfer - Shares
• In specie transfer transaction/parcel history for Investment funds and shares
• Statutory Declaration - No change of beneficial ownership - Transfer In
• In specie transfer from DPM Investment Service – Redemption
• Withdrawal - Standard Transfer - Shares
• Statutory Declaration - Investment Service - No change of beneficial ownership - Transfer Out
• In specie transfer to DPM Retirement Service
• Deposit - Standard Transfer - Shares - DPM Retirement Service
• In specie transfer from DPM Investment Service to DPM Retirement Service
• QROPS Confirmation of Residency

  Flyers

• Additional contributions fact sheet

  Annual reports

• 2009/2010 Annual Report
• 2008/2009 Annual Report
• 2008/2009 Financial Statement
• 2007/2008 Annual Report
• 2009/2010 IDPS Auditors Report
• 2008/2009 IDPS Auditors Report

Disclaimer:
Neither DPM nor any of its employees are authorised to provide you with investment advice about our products (other than the information contained in our PDSs or on this website) or about any other financial product, and we do not provide such advice.

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