PDS and Forms

The OneVue Managed Account offers investors a separately managed account solution that integrates into Australia's 1st UMA - Unified Managed Account.

You can download the OneVue Managed Account PDS documents by clicking the links below. Note: You will need Adobe Acrobat Reader.

OneVue Managed Account - PDS Part A (PDF, 512 KB)

OneVue Managed Account - PDS Part B (PDF, 792 KB)

Additional Deposits (PDF, 69.6 KB)

Change of Details (PDF, 78.1 KB)

Capital Gains Tax Parcel Details and Locking Form (PDF, 76.4 KB)

Delegation of Authority Form (PDF, 115.3 KB)

Listed Share and Managed Funds Transaction Form (PDF, 25.2 KB)

Regular Payment Plan Request Form (PDF, 72 KB)

Regular Savings Plan Request Form (PDF, 77.7 KB)

Share Transfer Request Form - Broker Sponsored (PDF, 81.9 KB)

Share Transfer Request Form - Issuer Sponsored (PDF, 131.4 KB)

Standard Transfer Form (PDF, 92.9 KB)

Switching Form (PDF, 83.3 KB)

Withdrawal Form - (PDF, 81.5 KB)