Apply Online
Before proceeding to the application you should ensure that your client has been provided with a copy of our Key Features and, if the sale is not face to face, our Policy Provisions (PDF 110k)
. Please also ensure that your client has been issued with a copy of our Important Notes for Applications (PDF 56k) form.
What are the benefits of applying online?
- You can apply online at any time
- Once you have applied you can track your client's application after one working day.
Online Servicing
Individuals have access to their plan details and can:
- Change their payments
- Stop/start payments
- Change their bank details
- Request to add single payments
- Change contact and address details
- View fund value
- View unit history
- View payment information
- Request yearly statement
- View current address
What you need to apply online
- Applicant's personal details
- Applicant's full address
- Employer's Address
- Bank Details
Important Notes - please read
If you are supplying Bank or Building Society account details online on behalf of your Client, your Client must be the account holder and must also be the only person required to authorise debits from the account.
Please note: you must be logged in to our online services in order to access this service. Log in with Customer ID and PIN or Log in with Unipass. You may also need to log in again if your session has timed out. If you have not already done so, please register now.
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