OneVue UMA Service Guide

• Introduction to OneVue UMA (PDF, 329KB)
• OneVue Separately Managed Account PDS - Part A (PDF, 430KB)
• OneVue Separately Managed Account PDS - Part B (PDF, 553KB)
• OneVue UMA Other Assets & Liabilities service - Part C (PDF, 316KB)
• OneVue UMA Managed Funds Wrap - Part D - IDPS Guide (PDF 317)
• OneVue UMA Application Form (PDF, 536KB)
• Consolidated OneVue UMA Service Guide - Introduction, Part A, Part B, Part C and Part D (PDF, 1134KB)

OPTIONAL

• OneStepSMSF Service Guide (PDF, 219KB)
• Justsuper Corporate Trustee Form
• Macquarie Cash Management Account Product Information Statement (PDF, 3,080KB)
• Macquarie Cash Management Account Application Form (PDF, 836KB)
• Desktop Broker Application Form (PDF, 425KB) and How to Complete Account Opening Form (PDF 131KB)
• Desktop Broker Financial Services Guide (PDF, 101KB)
• Term Deposit Hub Application Form (PDF, 115KB)
• Term Deposit Hub Product Disclosure Statement (PDF, 3,060KB)

Other UMA Forms

• OneVue UMA Authority to Provide Information (PDF, 92KB)
• OneVue UMA Macquarie CMA Withdrawal Authority (PDF, 84KB)
• Macquarie Cash Nomination Form (PDF, 242KB)
• Tax Parcel Spreadsheet (Excel, 121KB)

Identification Forms

• Financial Services Council ID form for Trusts (PDF, 153KB)
• Financial Services Council ID form for Individuals (PDF, 306KB)
• Financial Services Council ID form for Companies (PDF, 192KB)
• Financial Services Council ID form for Partnerships (PDF, 77KB)
• Financial Services Council ID form for Associations (PDF, 78KB)
• Financial Services Council ID form for Government Bodies (PDF, 59KB)

Auditor's reports

• SMA Auditor's report - 2010/2011
• UMA Auditor's report - 2010-2011
• Managed Funds Auditor's report - 2010-2011

Need help?

• Phone us on 1300 790 235 between 8.30 am and 5.30 pm (Sydney time).
• Email us.

We are here to help.

Disclaimer 
The advice on this page is general financial product advice only that has been prepared without taking into account client objectives, their financial situation or needs. Before acting upon this advice, you and/or your client should consider its appropriateness to their objectives, financial situation and needs. You should also read the accompanying disclosure statements found on this page.

 

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.