You can download the OneVue UMA forms by clicking the links below.

• OneVue UMA forms
• SMA forms 
• UMA Managed Funds Wrap forms

Other UMA forms

• Adviser Registration Form 
• Authority to Provide Information
• Macquarie CMA Withdrawal Authority
• Macquarie Cash Account Nomination Form
  Use this form to nominate the SMA bank account and/or the BOQ bank account attached to your term deposit hub if you wish to transfer sums larger than $5,000.
• Term Deposit Hub application
• Term Deposit Hub Direct Debit Form

SMA and Personal Model Portfolio forms

• Additional Deposits
• Change of Details 
• Change of Fees 
• Capital Gains Tax Parcel Details and Model Portfolio Nomination Form 
• Listed Security Transaction Form 
• Regular Payment Plan Request Form
• Regular Savings Plan Request Form
• Security Transfer Request Form - Broker Sponsored 
• Security Transfer Request Form - Issuer Sponsored
• Switching Form
• Withdrawal Form

UMA Managed Funds Wrap forms

• Australian Standard Transfer Form - For in-specie transfers
  Please use this form to transfer managed funds into the OneVue UMA Managed Funds Wrap.
• Existing Client - Change of Dealer or Adviser
  Please use this template when your client has an existing UMA Wrap account and wishes to change dealer group or adviser.
• Wrap Account - Closure Letter
  You can use this template when closing an existing Wrap account with another provider and transferring managed funds into the OneVue service.

Any questions

Please speak with your adviser or call us on 1300 790 235 between 8.30 am and 5.30 pm (Sydney time).

Disclaimer

The information in this document is general information only that has been prepared without taking into account any individual’s objectives, financial situation or needs. Before acting on this information you should read and consider the relevant offer documents available by contacting OneVue or downloading here.

The OneVue UMA Other Assets & Liabilities Service, SMA and Wrap Service are issued and operated by OneVue Limited ABN 18 072 262 312, AFSL 245525. The OneVue term deposit hub is provided by Australian Money Market Pty Ltd under the AFS licence of DDH Graham Limited ABN 28 010 638 219 AFSL 226319. OneStepSUPER is issued by CCSL Limited, ABN 51 104 967 964, AFSL 287084.