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1300 694 918

Seniors Investment Bond Application

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Application progress
1
Let's Get Started
2
Introduction
3
About You
3.1
Tax Information
3.2
Identity Verification
4
Your Investment
4.1
Life Insured
4.2
Beneficiaries
5
Investment Details
5.1
Savings Plan
5.2
Direct Debit
6
Summary
6.1
Consent & Declaration

Let's Get Started

A little bit about you

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Important information

Seniors Investment Bond is a white-labelled version of the 10invest product bearing Australian Seniors branding. Seniors Investment Bond is promoted and distributed by Australian Seniors Insurance Agency, a trading name of Greenstone Financial Services Pty Ltd ABN 53 128 692 884, AFSL 343079 (GFS). GFS is an authorised representative of Lifeplan (ARN######). Information provided here is indicative only. In any decision, you should only rely upon the content found in the relevant disclosure document, which you must read, since an investment can only be processed from an application form attached to it. Any decisions relating to a financial investment should only be based upon a consideration of your overall objectives, current and anticipated situation or needs, and should not be influenced by historical data such as past performance. Illustrative Information only: Case study figures are based off internal calculations over a projected period of time and are not necessarily a projection of future performance. Any examples or information provided in the case studies are for illustrative purposes and investors should therefore place no reliance on this content when making any decision to invest. The case studies do not represent a recommendation or Australian Unity’s view on future events, and in no way bind Australian Unity or its related entities. Any tax information provided here and in any disclosure documents is general in nature and is only intended to provide a guide on how tax may affect investors. Tax laws may change in the future and may affect an investor’s tax position and the tax information described in any disclosure documents issued. Investors should seek independent tax and financial advice relevant to their particular circumstances.