Invest Forms and Documents | PPS

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Forms and Documents

Vested PPS Profit-Share Account
Vested PPS Profit-Share Account Application Form	PS.Vested PPS Profit Share Account Application Form July 2021.pdf	PS.Vested PPS Profit Share Account Application Form July 2021.pdf	PS.Vested PPS Profit Share Account Application Form July 2021.pdf
Investment Option Schedule	IOS - PPS Select Range - August 2020.pdf	IOS - PPS Select Range - August 2020.pdf	IOS - PPS Select Range - August 2020.pdf
FICA requirements	FICA Requirements.pdf	FICA Requirements.pdf	FICA Requirements.pdf
Self-certification	Individual DWT FATCA and CRS Self Certification Form_October 2020.pdf	Individual DWT FATCA and CRS Self Certification Form_October 2020.pdf	Individual DWT FATCA and CRS Self Certification Form_October 2020.pdf
Vested PPS Profit-Share Account Terms Conditions and Declarations	PS.Vested PPS Profit-Share Account Product Terms, Conditions and Declarations_July 2021.pdf	PS.Vested PPS Profit-Share Account Product Terms, Conditions and Declarations_July 2021.pdf	PS.Vested PPS Profit-Share Account Product Terms, Conditions and Declarations_July 2021.pdf

PPS Living Annuity
PPS Living Annuity Application Form	PS.PPS Living Annuity_Jul 2021.pdf	PS.PPS Living Annuity_Jul 2021.pdf	PS.PPS Living Annuity_Jul 2021.pdf
PPS Default Living Annuity Application form	PS.PPS Default Living Annuity_Oct 2020.pdf	PS.PPS Default Living Annuity_Oct 2020.pdf	PS.PPS Default Living Annuity_Oct 2020.pdf
Investment Option Schedule	IOS - PPS Select Range - August 2020.pdf	IOS - PPS Select Range - August 2020.pdf	IOS - PPS Select Range - August 2020.pdf
PPS Living Annuity Product Terms Conditions and Declarations	Living Annuity Product Terms Conditions and Declarations _July 2021.pdf	Living Annuity Product Terms Conditions and Declarations _July 2021.pdf	Living Annuity Product Terms Conditions and Declarations _July 2021.pdf

Corporate Personal Pension
PPS Corporate Personal Pension Application form - employer	PPS Corporate Personal Pension Employer Registration Form July 2021 (1).pdf	PPS Corporate Personal Pension Employer Registration Form July 2021 (1).pdf	PPS Corporate Personal Pension Employer Registration Form July 2021 (1).pdf
Corporate Personal Pension Application form - employee	PS.PPS Corporate Personal Pension - employee July 2021 (2).pdf	PS.PPS Corporate Personal Pension - employee July 2021 (2).pdf	PS.PPS Corporate Personal Pension - employee July 2021 (2).pdf
Corporate Personal Pension Product Terms, Conditions and Declarations	PS Product Terms Conditions and Declarations PPS Preservation and OPN Preservation Plans _July 2021_2.pdf	PS Product Terms Conditions and Declarations PPS Preservation and OPN Preservation Plans _July 2021_2.pdf	PS Product Terms Conditions and Declarations PPS Preservation and OPN Preservation Plans _July 2021_2.pdf
Investment Option Schedule	IOS - PPS Select Range - August 2020.pdf	IOS - PPS Select Range - August 2020.pdf	IOS - PPS Select Range - August 2020.pdf
Investment Policy Statement	PPS Funds - Privacy Policy June 2021 website_1.pdf	PPS Funds - Privacy Policy June 2021 website_1.pdf	PPS Funds - Privacy Policy June 2021 website_1.pdf

PPS Retirement Annuity
PPS Retirement Annuity Application Form	PS PPS Retirement Annuity application form_Feb 2021_0.pdf	PS PPS Retirement Annuity application form_Feb 2021_0.pdf	PS PPS Retirement Annuity application form_Feb 2021_0.pdf
PPS Retirement Annuity Product Terms, Conditions and Declarations	PS.Retirement Funds Product Terms Conditions and Declarations_July 2021_1.pdf	PS.Retirement Funds Product Terms Conditions and Declarations_July 2021_1.pdf	PS.Retirement Funds Product Terms Conditions and Declarations_July 2021_1.pdf
Investment Option Schedule	IOS - PPS Select Range - August 2020.pdf	IOS - PPS Select Range - August 2020.pdf	IOS - PPS Select Range - August 2020.pdf
Annual Member Communication	PPS Retirement Annuity Fund - Annual Member Communication - 2021.pdf	PPS Retirement Annuity Fund - Annual Member Communication - 2021.pdf	PPS Retirement Annuity Fund - Annual Member Communication - 2021.pdf
PPS Retirement Benefits Counselling Brochure	PPS RETIREMENT BENEFITS COUNSELLING update 2019 clients.pdf	PPS RETIREMENT BENEFITS COUNSELLING update 2019 clients.pdf	PPS RETIREMENT BENEFITS COUNSELLING update 2019 clients.pdf
Retirement Annuity Fund Privacy Policy	RA Fund - Privacy Policy June 2021 website.pdf	RA Fund - Privacy Policy June 2021 website.pdf	RA Fund - Privacy Policy June 2021 website.pdf
Retirement Annuity Fund Information and Privacy Standard	RA Fund - Information and Privacy Standard June 2021 website.pdf	RA Fund - Information and Privacy Standard June 2021 website.pdf	RA Fund - Information and Privacy Standard June 2021 website.pdf

PPS Personal Pension
PPS Personal Pension Application Form	PS PPS Personal Pension Application Form July 2021_1.pdf	PS PPS Personal Pension Application Form July 2021_1.pdf	PS PPS Personal Pension Application Form July 2021_1.pdf
PPS Personal Pension Terms, Conditions and Declarations	PS.Retirement Funds Product Terms Conditions and Declarations_July 2021_3.pdf	PS.Retirement Funds Product Terms Conditions and Declarations_July 2021_3.pdf	PS.Retirement Funds Product Terms Conditions and Declarations_July 2021_3.pdf
Investment Option Schedule	IOS - PPS Select Range - August 2020.pdf	IOS - PPS Select Range - August 2020.pdf	IOS - PPS Select Range - August 2020.pdf
Annual Member Communication	PPS Personal Pension - Annual Member Communication - 2021.pdf	PPS Personal Pension - Annual Member Communication - 2021.pdf	PPS Personal Pension - Annual Member Communication - 2021.pdf
PPS Retirement Benefits Counselling Brochure	PPS RETIREMENT BENEFITS COUNSELLING update 2019 clients.pdf	PPS RETIREMENT BENEFITS COUNSELLING update 2019 clients.pdf	PPS RETIREMENT BENEFITS COUNSELLING update 2019 clients.pdf
Investment Policy Statement	PPS Funds - Privacy Policy June 2021 website_4.pdf	PPS Funds - Privacy Policy June 2021 website_4.pdf	PPS Funds - Privacy Policy June 2021 website_4.pdf

PPS Preservation Funds
PPS Preservation Funds Application Form	PS PPS Preservation Funds July 2021 (1).pdf	PS PPS Preservation Funds July 2021 (1).pdf	PS PPS Preservation Funds July 2021 (1).pdf
Investment Option Schedule	IOS - PPS Select Range - August 2020.pdf	IOS - PPS Select Range - August 2020.pdf	IOS - PPS Select Range - August 2020.pdf
PPS Preservation Pension Fund - Annual Member Communication	PPS Preservation Pension - Annual Member Communication - 2021.pdf	PPS Preservation Pension - Annual Member Communication - 2021.pdf	PPS Preservation Pension - Annual Member Communication - 2021.pdf
PPS Preservation Provident Fund - Annual Member Communication	PPS Preservation Provident - Annual Member Communication - 2021.pdf	PPS Preservation Provident - Annual Member Communication - 2021.pdf	PPS Preservation Provident - Annual Member Communication - 2021.pdf
PPS Retirement Benefits Counselling Brochure	PPS RETIREMENT BENEFITS COUNSELLING update 2019 clients.pdf	PPS RETIREMENT BENEFITS COUNSELLING update 2019 clients.pdf	PPS RETIREMENT BENEFITS COUNSELLING update 2019 clients.pdf
Investment Policy Statement	PPS Funds - Privacy Policy June 2021 website_3.pdf	PPS Funds - Privacy Policy June 2021 website_3.pdf	PPS Funds - Privacy Policy June 2021 website_3.pdf
PPS Preservation Funds Product Terms, Conditions and Declarations	PS Product Terms Conditions and Declarations PPS Preservation and OPN Preservation Plans _July 2021 (1).pdf	PS Product Terms Conditions and Declarations PPS Preservation and OPN Preservation Plans _July 2021 (1).pdf	PS Product Terms Conditions and Declarations PPS Preservation and OPN Preservation Plans _July 2021 (1).pdf

PPS Tax Free Investment Account
PPS Tax Free Investment Account Application Form	PS.PPS Tax Free Investment Account Application Form Jul 2021.pdf	PS.PPS Tax Free Investment Account Application Form Jul 2021.pdf	PS.PPS Tax Free Investment Account Application Form Jul 2021.pdf
PPS Tax Free Investment Account Product Terms, Conditions and Declarations	PS.Tax Free Investment Account Product Terms Conditions and Declarations_July 2021.pdf	PS.Tax Free Investment Account Product Terms Conditions and Declarations_July 2021.pdf	PS.Tax Free Investment Account Product Terms Conditions and Declarations_July 2021.pdf
Investment Option Schedule	IOS - PPS Select Range - August 2020.pdf	IOS - PPS Select Range - August 2020.pdf	IOS - PPS Select Range - August 2020.pdf
FICA requirements	FICA Requirements.pdf	FICA Requirements.pdf	FICA Requirements.pdf
Self Certification	Individual DWT FATCA and CRS Self Certification Form_May 2019.pdf	Individual DWT FATCA and CRS Self Certification Form_May 2019.pdf	Individual DWT FATCA and CRS Self Certification Form_May 2019.pdf
Transfer Request Form	Transfer request form TFIA Oct 2020.pdf	Transfer request form TFIA Oct 2020.pdf	Transfer request form TFIA Oct 2020.pdf

PPS Endowment
PPS Endowment Application Form	PS.PPS Endowment Plan Application Form July 2021 (1).pdf	PS.PPS Endowment Plan Application Form July 2021 (1).pdf	PS.PPS Endowment Plan Application Form July 2021 (1).pdf
Investment Option Schedule	IOS - PPS Select Range - August 2020.pdf	IOS - PPS Select Range - August 2020.pdf	IOS - PPS Select Range - August 2020.pdf
FICA requirements	FICA Requirements.pdf	FICA Requirements.pdf	FICA Requirements.pdf
Self-certification form	Individual DWT FATCA and CRS Self Certification Form_October 2020.pdf	Individual DWT FATCA and CRS Self Certification Form_October 2020.pdf	Individual DWT FATCA and CRS Self Certification Form_October 2020.pdf
Withholding Tax Annexure	Withholding Tax.pdf	Withholding Tax.pdf	Withholding Tax.pdf
PPS Endowment Product Terms, Conditions and Declarations	PS.Endowment Plan Product Terms, Conditions and Declarations_July 2021.pdf	PS.Endowment Plan Product Terms, Conditions and Declarations_July 2021.pdf	PS.Endowment Plan Product Terms, Conditions and Declarations_July 2021.pdf

PPS Investment Account
PPS Investment Account Application Form	PS PPS Investment Account Application Form July 2021.pdf	PS PPS Investment Account Application Form July 2021.pdf	PS PPS Investment Account Application Form July 2021.pdf
Investment Option Schedule	IOS - PPS Select Range - August 2020.pdf	IOS - PPS Select Range - August 2020.pdf	IOS - PPS Select Range - August 2020.pdf
FICA requirements	FICA Requirements.pdf	FICA Requirements.pdf	FICA Requirements.pdf
Withholding Tax Annexure	Withholding Tax.pdf	Withholding Tax.pdf	Withholding Tax.pdf
Self-certification form	Individual DWT FATCA and CRS Self Certification Form_October 2020.pdf	Individual DWT FATCA and CRS Self Certification Form_October 2020.pdf	Individual DWT FATCA and CRS Self Certification Form_October 2020.pdf
PPS Investment Account Product Terms, Conditions and Declarations	PS Investment Account Product Terms Conditions and Declarations_July 2021.pdf	PS Investment Account Product Terms Conditions and Declarations_July 2021.pdf	PS Investment Account Product Terms Conditions and Declarations_July 2021.pdf

PPS Global Equity Fund
PPS Global Equity Fund Application form	PPS Global Equity Fund.pdf	PPS Global Equity Fund.pdf	PPS Global Equity Fund.pdf
PPS Global Equity Fund Application form for Legal Entities	PPS Global Equity Fund_Legal Entities.pdf	PPS Global Equity Fund_Legal Entities.pdf	PPS Global Equity Fund_Legal Entities.pdf
Withdrawal form	Withdrawal Form Global Equity Fund Final.pdf	Withdrawal Form Global Equity Fund Final.pdf	Withdrawal Form Global Equity Fund Final.pdf

OPN Living Annuity
OPN Living Annuity Application form	PS.OPN Living Annuity_Jul 2021 (1).pdf	PS.OPN Living Annuity_Jul 2021 (1).pdf	PS.OPN Living Annuity_Jul 2021 (1).pdf
OPN Living Annuity Terms and Conditions	Living Annuity Product Terms Conditions and Declarations _July 2021_0.pdf	Living Annuity Product Terms Conditions and Declarations _July 2021_0.pdf	Living Annuity Product Terms Conditions and Declarations _July 2021_0.pdf
Investment Option Schedule	IOS - OPN Select Range - August 2020.pdf	IOS - OPN Select Range - August 2020.pdf	IOS - OPN Select Range - August 2020.pdf

Corporate Personal Pension
Investment Option Schedule	IOS - OPN Select Range - August 2020.pdf	IOS - OPN Select Range - August 2020.pdf	IOS - OPN Select Range - August 2020.pdf
Investment Policy Statement	PPS Funds - Privacy Policy June 2021 website_2.pdf	PPS Funds - Privacy Policy June 2021 website_2.pdf	PPS Funds - Privacy Policy June 2021 website_2.pdf
OPN Corporate Personal Pension Application form - employer	OPN Corporate Personal Pension_Employer July 2021.pdf	OPN Corporate Personal Pension_Employer July 2021.pdf	OPN Corporate Personal Pension_Employer July 2021.pdf
OPN Corporate Personal Pension Application form - employee	OPN Corporate Personal Pension - employee July 2021.pdf	OPN Corporate Personal Pension - employee July 2021.pdf	OPN Corporate Personal Pension - employee July 2021.pdf
OPN Corporate Personal Pension Product Terms, Conditions and Declarations	PS.Retirement Funds Product Terms Conditions and Declarations_July 2021_2.pdf	PS.Retirement Funds Product Terms Conditions and Declarations_July 2021_2.pdf	PS.Retirement Funds Product Terms Conditions and Declarations_July 2021_2.pdf

OPN Preservation Funds
OPN Preservation Funds Application form	PS OPN Preservation Fund_July 2021.pdf	PS OPN Preservation Fund_July 2021.pdf	PS OPN Preservation Fund_July 2021.pdf
OPN Preservation Funds Product Terms, Conditions and Declarations	PS Product Terms Conditions and Declarations PPS Preservation and OPN Preservation Plans _July 2021 (2).pdf	PS Product Terms Conditions and Declarations PPS Preservation and OPN Preservation Plans _July 2021 (2).pdf	PS Product Terms Conditions and Declarations PPS Preservation and OPN Preservation Plans _July 2021 (2).pdf
Investment Option Schedule	IOS - OPN Select Range - August 2020.pdf	IOS - OPN Select Range - August 2020.pdf	IOS - OPN Select Range - August 2020.pdf
PPS Preservation Pension Fund - Annual Member Communication	PPS Preservation Pension - Annual Member Communication - 2021_0.pdf	PPS Preservation Pension - Annual Member Communication - 2021_0.pdf	PPS Preservation Pension - Annual Member Communication - 2021_0.pdf
PPS Preservation Provident Fund - Annual Member Communication	PPS Preservation Provident - Annual Member Communication - 2021_0.pdf	PPS Preservation Provident - Annual Member Communication - 2021_0.pdf	PPS Preservation Provident - Annual Member Communication - 2021_0.pdf
OPN Retirement Benefits Counselling Brochure	OPN RETIREMENT BENEFITS COUNSELLING update 2019 clients.pdf	OPN RETIREMENT BENEFITS COUNSELLING update 2019 clients.pdf	OPN RETIREMENT BENEFITS COUNSELLING update 2019 clients.pdf
Investment Policy Statement	PPS Funds - Privacy Policy June 2021 website.pdf	PPS Funds - Privacy Policy June 2021 website.pdf	PPS Funds - Privacy Policy June 2021 website.pdf

OPN Personal Pension
OPN Personal Pension Application Form	PPS OPN Personal Pension Application Form Feb 2021.pdf	PPS OPN Personal Pension Application Form Feb 2021.pdf	PPS OPN Personal Pension Application Form Feb 2021.pdf
OPN Personal Pension Product Terms, Conditions and Declarations	PS Product Terms Conditions and Declarations PPS and OPN Preservation Funds_0.pdf	PS Product Terms Conditions and Declarations PPS and OPN Preservation Funds_0.pdf	PS Product Terms Conditions and Declarations PPS and OPN Preservation Funds_0.pdf
Investment Option Schedule	IOS - OPN Select Range - August 2020.pdf	IOS - OPN Select Range - August 2020.pdf	IOS - OPN Select Range - August 2020.pdf
Annual Member Communication	PPS Personal Pension - Annual Member Communication - 2021_0.pdf	PPS Personal Pension - Annual Member Communication - 2021_0.pdf	PPS Personal Pension - Annual Member Communication - 2021_0.pdf
OPN Retirement Counselling Benefits Brochure	OPN RETIREMENT BENEFITS COUNSELLING update 2020 clients.pdf	OPN RETIREMENT BENEFITS COUNSELLING update 2020 clients.pdf	OPN RETIREMENT BENEFITS COUNSELLING update 2020 clients.pdf
Investment Policy Statement	PPS Funds - Privacy Policy June 2021 website_0.pdf	PPS Funds - Privacy Policy June 2021 website_0.pdf	PPS Funds - Privacy Policy June 2021 website_0.pdf

OPN Tax Free Investment Account
OPN Tax Free Investment Account Application Form	PS.OPN Tax Free Investment Account Application Form Jul 2021 (1).pdf	PS.OPN Tax Free Investment Account Application Form Jul 2021 (1).pdf	PS.OPN Tax Free Investment Account Application Form Jul 2021 (1).pdf
OPN Tax Free Investment Account Product Terms, Conditions and Declarations	PS Product Terms Conditions and Declarations PPS Preservation and OPN Preservation Plans _July 2021_0.pdf	PS Product Terms Conditions and Declarations PPS Preservation and OPN Preservation Plans _July 2021_0.pdf	PS Product Terms Conditions and Declarations PPS Preservation and OPN Preservation Plans _July 2021_0.pdf
Investment Option Schedule	IOS - OPN Select Range - August 2020.pdf	IOS - OPN Select Range - August 2020.pdf	IOS - OPN Select Range - August 2020.pdf
FICA requirements	FICA Requirements_0.pdf	FICA Requirements_0.pdf	FICA Requirements_0.pdf
Self Certification	Individual DWT FATCA and CRS Self Certification Form_May 2019_3.pdf	Individual DWT FATCA and CRS Self Certification Form_May 2019_3.pdf	Individual DWT FATCA and CRS Self Certification Form_May 2019_3.pdf
Transfer Request Form	Transfer request form TFIA Oct 2020.pdf	Transfer request form TFIA Oct 2020.pdf	Transfer request form TFIA Oct 2020.pdf

OPN Endowment
OPN Endowment - Individuals Application Form	PS.OPN Endowment Plan Application Form - Individuals July 2021 (1).pdf	PS.OPN Endowment Plan Application Form - Individuals July 2021 (1).pdf	PS.OPN Endowment Plan Application Form - Individuals July 2021 (1).pdf
OPN Endowment - Legal Entities Application Form	PS.OPN Endowment Plan Application Form - Legal Entities July 2021.pdf	PS.OPN Endowment Plan Application Form - Legal Entities July 2021.pdf	PS.OPN Endowment Plan Application Form - Legal Entities July 2021.pdf
OPN Endowment Product Terms, Conditions and Declarations	PS.Endowment Plan Product Terms, Conditions and Declarations_July 2021_0.pdf	PS.Endowment Plan Product Terms, Conditions and Declarations_July 2021_0.pdf	PS.Endowment Plan Product Terms, Conditions and Declarations_July 2021_0.pdf
Investment Option Schedule	IOS - OPN Select Range - August 2020.pdf	IOS - OPN Select Range - August 2020.pdf	IOS - OPN Select Range - August 2020.pdf
FICA requirements	FICA Requirements_0.pdf	FICA Requirements_0.pdf	FICA Requirements_0.pdf
Self-certification form	Individual DWT FATCA and CRS Self Certification Form_October 2020.pdf	Individual DWT FATCA and CRS Self Certification Form_October 2020.pdf	Individual DWT FATCA and CRS Self Certification Form_October 2020.pdf

OPN Investment Account
OPN Investment Account - Individuals Application Form	PS.OPN Investment Account Application Form - Individuals July 2021_0.pdf	PS.OPN Investment Account Application Form - Individuals July 2021_0.pdf	PS.OPN Investment Account Application Form - Individuals July 2021_0.pdf
OPN Investment Account - Legal Entities Application Form	PS.OPN Investment Account Application Form Legal Entities July 2021_0.pdf	PS.OPN Investment Account Application Form Legal Entities July 2021_0.pdf	PS.OPN Investment Account Application Form Legal Entities July 2021_0.pdf
OPN Investment Account - Product Terms, Conditions and Declarations	PS Product Terms Conditions and Declarations PPS Preservation and OPN Preservation Plans _July 2021.pdf	PS Product Terms Conditions and Declarations PPS Preservation and OPN Preservation Plans _July 2021.pdf	PS Product Terms Conditions and Declarations PPS Preservation and OPN Preservation Plans _July 2021.pdf
Investment Option Schedule	IOS - OPN Select Range - August 2020.pdf	IOS - OPN Select Range - August 2020.pdf	IOS - OPN Select Range - August 2020.pdf
FICA requirements	FICA Requirements_4.pdf	FICA Requirements_4.pdf	FICA Requirements_4.pdf
Self-certification form	Individual DWT FATCA and CRS Self Certification Form_October 2020.pdf	Individual DWT FATCA and CRS Self Certification Form_October 2020.pdf	Individual DWT FATCA and CRS Self Certification Form_October 2020.pdf

PPS Global Equity Fund
PPS Global Equity Fund Application form	PPS Global Equity Fund.pdf	PPS Global Equity Fund.pdf	PPS Global Equity Fund.pdf
PPS Global Equity Fund Application form for Legal Entities	PPS Global Equity Fund_Legal Entities.pdf	PPS Global Equity Fund_Legal Entities.pdf	PPS Global Equity Fund_Legal Entities.pdf

Useful information
Adviser Guide	PPSI Adviser Guide_May 2021_Web.pdf	PPSI Adviser Guide_May 2021_Web.pdf	PPSI Adviser Guide_May 2021_Web.pdf

Application forms
FSP request for sub code	FSP request for sub code_July 2020.pdf	FSP request for sub code_July 2020.pdf	FSP request for sub code_July 2020.pdf
Financial adviser appointment or advice fee change instruction	Financial adviser appointment or advice fee change instruction.pdf	Financial adviser appointment or advice fee change instruction.pdf	Financial adviser appointment or advice fee change instruction.pdf
PPS Financial Services Provider Application Form	FSP contract with PPS Investments July 2021 (2).pdf	FSP contract with PPS Investments July 2021 (2).pdf	FSP contract with PPS Investments July 2021 (2).pdf

PPS Global Equity Fund
PPS Global Equity Fund Application form	PPS Global Equity Intermediary Form.pdf	PPS Global Equity Intermediary Form.pdf	PPS Global Equity Intermediary Form.pdf

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