Invest Forms and Documents

PPS For Professionals

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Forms and Documents

Vested PPS Profit-Share Account
PPS Vested PPS Profit Share Account Application Form	PS.Vested PPS Profit Share Account Application Form.pdf	PS.Vested PPS Profit Share Account Application Form.pdf	PS.Vested PPS Profit Share Account Application Form.pdf
FICA requirements	FICA Requirements.pdf	FICA Requirements.pdf	FICA Requirements.pdf
Investment Option Schedule	PPS IOS Select - May 2020.pdf	PPS IOS Select - May 2020.pdf	PPS IOS Select - May 2020.pdf
PPS Member Linking Form	PPS Member Linking Form.pdf	PPS Member Linking Form.pdf	PPS Member Linking Form.pdf
PPS Vested PPS Profit-Share Account Product Terms, Conditions and Declarations	PS.Vested PPS Profit-Share Account Product Terms, Conditions and Declarations_May 2019.pdf	PS.Vested PPS Profit-Share Account Product Terms, Conditions and Declarations_May 2019.pdf	PS.Vested PPS Profit-Share Account Product Terms, Conditions and Declarations_May 2019.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

PPS Living Annuity
PPS Living Annuity Application Form	PS.PPS Living Annuity_May 2019.pdf	PS.PPS Living Annuity_May 2019.pdf	PS.PPS Living Annuity_May 2019.pdf
PPS Living Annuity Product Terms Conditions and Declarations	PS.Living Annuity Product Terms Conditions and Declarations _May 2019.pdf	PS.Living Annuity Product Terms Conditions and Declarations _May 2019.pdf	PS.Living Annuity Product Terms Conditions and Declarations _May 2019.pdf
Investment Option Schedule	PPS IOS Select - May 2020.pdf	PPS IOS Select - May 2020.pdf	PPS IOS Select - May 2020.pdf
PPS Default Living Annuity Application form	PS.PPS Default Living Annuity_May 2019.pdf	PS.PPS Default Living Annuity_May 2019.pdf	PS.PPS Default Living Annuity_May 2019.pdf
PPS Member Linking Form	PPS Member Linking Form.pdf	PPS Member Linking Form.pdf	PPS Member Linking Form.pdf

PPS Investments Corporate Personal Pension
Application form - employee	PS.OPN Corporate Personal Pension - employee April 2020.pdf	PS.OPN Corporate Personal Pension - employee April 2020.pdf	PS.OPN Corporate Personal Pension - employee April 2020.pdf
Application form - employer	OPN Corporate Personal Pension_Employer April 2020.pdf	OPN Corporate Personal Pension_Employer April 2020.pdf	OPN Corporate Personal Pension_Employer April 2020.pdf
Retirement Funds Product Terms, Conditions and Declarations	PS.Retirement Funds Product Terms Conditions and Declarations_April 2020.pdf	PS.Retirement Funds Product Terms Conditions and Declarations_April 2020.pdf	PS.Retirement Funds Product Terms Conditions and Declarations_April 2020.pdf
Investment Option Schedule	PPS IOS Select - May 2020.pdf	PPS IOS Select - May 2020.pdf	PPS IOS Select - May 2020.pdf
PPS request form for Linking to be removed	Request for linking to be removed from PPS Member.pdf	Request for linking to be removed from PPS Member.pdf	Request for linking to be removed from PPS Member.pdf
PPS Member Linking Form	PPS Member Linking Form.pdf	PPS Member Linking Form.pdf	PPS Member Linking Form.pdf

PPS Retirement Annuity
PPS Retirement Annuity Application Form	PPS Retirement Annuity Fund application form January 2020.pdf	PPS Retirement Annuity Fund application form January 2020.pdf	PPS Retirement Annuity Fund application form January 2020.pdf
PPS Retirement Annuity Fund Product Terms, Conditions and Declarations	PS.Retirement Funds Product Terms Conditions and Declarations_April 2020.pdf	PS.Retirement Funds Product Terms Conditions and Declarations_April 2020.pdf	PS.Retirement Funds Product Terms Conditions and Declarations_April 2020.pdf
Investment Option Schedule	PPS IOS Select - May 2020.pdf	PPS IOS Select - May 2020.pdf	PPS IOS Select - May 2020.pdf
Investment Policy Statement	RA Fund-Investment Policy Statement Feb 2020.pdf	RA Fund-Investment Policy Statement Feb 2020.pdf	RA Fund-Investment Policy Statement Feb 2020.pdf
PPS Member Linking Form	PPS Member Linking Form.pdf	PPS Member Linking Form.pdf	PPS Member Linking Form.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
Annual Member Communication	PPS Retirement Annuity Fund - Annual Member Communication - 2020.pdf	PPS Retirement Annuity Fund - Annual Member Communication - 2020.pdf	PPS Retirement Annuity Fund - Annual Member Communication - 2020.pdf

PPS Personal Pension Plan
Personal Pension Application Form	PS PPS Personal Pension Plan Application Form April 2020b.pdf	PS PPS Personal Pension Plan Application Form April 2020b.pdf	PS PPS Personal Pension Plan Application Form April 2020b.pdf
Retirement Funds Product Terms, Conditions and Declarations	PS.Retirement Funds Product Terms Conditions and Declarations_April 2020b.pdf	PS.Retirement Funds Product Terms Conditions and Declarations_April 2020b.pdf	PS.Retirement Funds Product Terms Conditions and Declarations_April 2020b.pdf
Investment Option Schedule	PPS IOS Select - May 2020.pdf	PPS IOS Select - May 2020.pdf	PPS IOS Select - May 2020.pdf
Investment Policy Statement	PPS Funds - Investment Policy Statement - Feb 2020.pdf	PPS Funds - Investment Policy Statement - Feb 2020.pdf	PPS Funds - Investment Policy Statement - Feb 2020.pdf
PPS request form for Linking to be removed	Request for linking to be removed from PPS Member.pdf	Request for linking to be removed from PPS Member.pdf	Request for linking to be removed from PPS Member.pdf
PPS Member Linking Form	PPS Member Linking Form.pdf	PPS Member Linking Form.pdf	PPS Member Linking Form.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
Annual Member Communication	PPS Personal Pension - Annual Member Communication - 2020.pdf	PPS Personal Pension - Annual Member Communication - 2020.pdf	PPS Personal Pension - Annual Member Communication - 2020.pdf

PPS Preservation Plans
PPS Preservation Funds Application Form	PS PPS Preservation Plans April 2020b.pdf	PS PPS Preservation Plans April 2020b.pdf	PS PPS Preservation Plans April 2020b.pdf
PPS Preservation Plans Product Terms, Conditions and Declarations	PS. Product Terms Conditions and Declarations PPS Preservation and OPN Preservation Plans _April 2020b (002).pdf	PS. Product Terms Conditions and Declarations PPS Preservation and OPN Preservation Plans _April 2020b (002).pdf	PS. Product Terms Conditions and Declarations PPS Preservation and OPN Preservation Plans _April 2020b (002).pdf
Investment Option Schedule	PPS IOS Select - May 2020.pdf	PPS IOS Select - May 2020.pdf	PPS IOS Select - May 2020.pdf
Investment Policy Statement	PPS Funds - Investment Policy Statement - Feb 2020.pdf	PPS Funds - Investment Policy Statement - Feb 2020.pdf	PPS Funds - Investment Policy Statement - Feb 2020.pdf
PPS request form for Linking to be removed	Request for linking to be removed from PPS Member.pdf	Request for linking to be removed from PPS Member.pdf	Request for linking to be removed from PPS Member.pdf
PPS Member Linking Form	PPS Member Linking Form.pdf	PPS Member Linking Form.pdf	PPS Member Linking Form.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
PPS Preservation Pension - Annual Member Communication	PPS Preservation Pension - Annual Member Communication - 2020.pdf	PPS Preservation Pension - Annual Member Communication - 2020.pdf	PPS Preservation Pension - Annual Member Communication - 2020.pdf
PPS Preservation Provident - Annual Member Communication	PPS Preservation Provident - Annual Member Communication - 2020.pdf	PPS Preservation Provident - Annual Member Communication - 2020.pdf	PPS Preservation Provident - Annual Member Communication - 2020.pdf

PPS Tax Free Investment Account
PPS Tax Free Investment Account Application Form	PS.PPS Tax Free Investment Account Application Form April 2020.pdf	PS.PPS Tax Free Investment Account Application Form April 2020.pdf	PS.PPS Tax Free Investment Account Application Form April 2020.pdf
PPS Tax Free Investment Account Product Terms Conditions and Declarations	PS.Tax Free Investment Account Product Terms Conditions and Declarations_April 2020.pdf	PS.Tax Free Investment Account Product Terms Conditions and Declarations_April 2020.pdf	PS.Tax Free Investment Account Product Terms Conditions and Declarations_April 2020.pdf
Investment Option Schedule	PPS IOS Select - May 2020.pdf	PPS IOS Select - May 2020.pdf	PPS IOS Select - May 2020.pdf
FICA requirements	FICA Requirements.pdf	FICA Requirements.pdf	FICA Requirements.pdf
Transfer request Form	Transfer request form TFIA.pdf	Transfer request form TFIA.pdf	Transfer request form TFIA.pdf
PPS request form for Linking to be removed	Request for linking to be removed from PPS Member.pdf	Request for linking to be removed from PPS Member.pdf	Request for linking to be removed from PPS Member.pdf
PPS Member Linking Form	PPS Member Linking Form.pdf	PPS Member Linking Form.pdf	PPS Member Linking Form.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

PPS Endowment Plan
PPS Endowment Plan Application Form	PS.PPS Endowment Plan Application Form April 2020.pdf	PS.PPS Endowment Plan Application Form April 2020.pdf	PS.PPS Endowment Plan Application Form April 2020.pdf
PPS Endowment Plan Product Terms, Conditions and Declarations	PS.Endowment Plan Product Terms, Conditions and Declarations_April 2020.pdf	PS.Endowment Plan Product Terms, Conditions and Declarations_April 2020.pdf	PS.Endowment Plan Product Terms, Conditions and Declarations_April 2020.pdf
Investment Option Schedule	PPS IOS Select - May 2020.pdf	PPS IOS Select - May 2020.pdf	PPS IOS Select - May 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
PPS request form for Linking to be removed	Request for linking to be removed from PPS Member.pdf	Request for linking to be removed from PPS Member.pdf	Request for linking to be removed from PPS Member.pdf
PPS Member Linking Form	PPS Member Linking Form.pdf	PPS Member Linking Form.pdf	PPS Member Linking Form.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

PPS Investment Account
PPS Investment Account Application Form	PS.PPS Investment Account Application Form April 2020.pdf	PS.PPS Investment Account Application Form April 2020.pdf	PS.PPS Investment Account Application Form April 2020.pdf
PPS Investment Account Product Terms Conditions and Declarations	PS.Investment Account Product Terms Conditions and Declarations_April 2020.pdf	PS.Investment Account Product Terms Conditions and Declarations_April 2020.pdf	PS.Investment Account Product Terms Conditions and Declarations_April 2020.pdf
Investment Option Schedule	PPS IOS Select - May 2020.pdf	PPS IOS Select - May 2020.pdf	PPS IOS Select - May 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
PPS request form for Linking to be removed	Request for linking to be removed from PPS Member.pdf	Request for linking to be removed from PPS Member.pdf	Request for linking to be removed from PPS Member.pdf
PPS Member Linking Form	PPS Member Linking Form.pdf	PPS Member Linking Form.pdf	PPS Member Linking Form.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

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

OPN Living Annuity
Living Annuity Application Form	PS.OPN Living Annuity_May 2019.pdf	PS.OPN Living Annuity_May 2019.pdf	PS.OPN Living Annuity_May 2019.pdf
Investment Option Schedule	OPN IOS Select - May 2020.pdf	OPN IOS Select - May 2020.pdf	OPN IOS Select - May 2020.pdf
Default Living Annuity Application Form	OPN Default Living Annuity_May 2019.pdf	OPN Default Living Annuity_May 2019.pdf	OPN Default Living Annuity_May 2019.pdf
Living Annuity Product Terms, Conditions and Declarations	PS.Living Annuity Product Terms Conditions and Declarations _May 2019.pdf	PS.Living Annuity Product Terms Conditions and Declarations _May 2019.pdf	PS.Living Annuity Product Terms Conditions and Declarations _May 2019.pdf

PPS Investments Corporate Personal Pension
Application form - employee	PS.OPN Corporate Personal Pension - employee April 2020.pdf	PS.OPN Corporate Personal Pension - employee April 2020.pdf	PS.OPN Corporate Personal Pension - employee April 2020.pdf
Application form - employer	OPN Corporate Personal Pension_Employer April 2020.pdf	OPN Corporate Personal Pension_Employer April 2020.pdf	OPN Corporate Personal Pension_Employer April 2020.pdf
Corporate Personal Pension Product Terms, Conditions and Declarations	PS.Retirement Funds Product Terms Conditions and Declarations_April 2020.pdf	PS.Retirement Funds Product Terms Conditions and Declarations_April 2020.pdf	PS.Retirement Funds Product Terms Conditions and Declarations_April 2020.pdf
Investment Option Schedule	OPN IOS Select - May 2020.pdf	OPN IOS Select - May 2020.pdf	OPN IOS Select - May 2020.pdf

OPN Preservation Plans
OPN Preservation Plans Application form	PS.OPN Preservation Plans_April 2020b.pdf	PS.OPN Preservation Plans_April 2020b.pdf	PS.OPN Preservation Plans_April 2020b.pdf
OPN Preservation Plans Product Terms, Conditions and Declarations	PS. Product Terms Conditions and Declarations PPS Preservation and OPN Preservation Plans _April 2020b (002).pdf	PS. Product Terms Conditions and Declarations PPS Preservation and OPN Preservation Plans _April 2020b (002).pdf	PS. Product Terms Conditions and Declarations PPS Preservation and OPN Preservation Plans _April 2020b (002).pdf
Investment Option Schedule	OPN IOS Select - May 2020.pdf	OPN IOS Select - May 2020.pdf	OPN IOS Select - May 2020.pdf
OPN PPS 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
OPN Preservation Pension - Annual Member Communication	OPN Preservation Pension - Annual Member Communication - 2020.pdf	OPN Preservation Pension - Annual Member Communication - 2020.pdf	OPN Preservation Pension - Annual Member Communication - 2020.pdf
OPN Preservation Provident - Annual Member Communication	OPN Preservation Provident - Annual Member Communication - 2020.pdf	OPN Preservation Provident - Annual Member Communication - 2020.pdf	OPN Preservation Provident - Annual Member Communication - 2020.pdf

OPN Personal Pension
Personal Pension Application Form	PS.OPN Personal Pension Plan Application Form April 2020b.pdf	PS.OPN Personal Pension Plan Application Form April 2020b.pdf	PS.OPN Personal Pension Plan Application Form April 2020b.pdf
Retirement Funds Product Terms, Conditions and Declarations	PS.Retirement Funds Product Terms Conditions and Declarations_April 2020b.pdf	PS.Retirement Funds Product Terms Conditions and Declarations_April 2020b.pdf	PS.Retirement Funds Product Terms Conditions and Declarations_April 2020b.pdf
Investment Option Schedule	OPN IOS Select - May 2020.pdf	OPN IOS Select - May 2020.pdf	OPN IOS Select - May 2020.pdf
Annual member communication	OPN Personal Pension - Annual Member Communication - 2020.pdf	OPN Personal Pension - Annual Member Communication - 2020.pdf	OPN Personal Pension - Annual Member Communication - 2020.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

OPN Tax Free Investment Account
OPN Tax Free Investment Account Application Form	PS.OPN Tax Free Investment Account Application Form April 2020.pdf	PS.OPN Tax Free Investment Account Application Form April 2020.pdf	PS.OPN Tax Free Investment Account Application Form April 2020.pdf
OPN Tax Free Investment Account Product Terms Conditions and Declarations	PS.Tax Free Investment Account Product Terms Conditions and Declarations_April 2020.pdf	PS.Tax Free Investment Account Product Terms Conditions and Declarations_April 2020.pdf	PS.Tax Free Investment Account Product Terms Conditions and Declarations_April 2020.pdf
Investment Option Schedule	OPN IOS Select - May 2020.pdf	OPN IOS Select - May 2020.pdf	OPN IOS Select - May 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

OPN Endowment Plan
Endowment Plan - Individuals Application Form	PS.OPN Endowment Plan Application Form - Individuals April 2020.pdf	PS.OPN Endowment Plan Application Form - Individuals April 2020.pdf	PS.OPN Endowment Plan Application Form - Individuals April 2020.pdf
Endowment Plan - Legal Entities Application Form	PS.OPN Endowment Plan Application Form - Legal Entities April 2020.pdf	PS.OPN Endowment Plan Application Form - Legal Entities April 2020.pdf	PS.OPN Endowment Plan Application Form - Legal Entities April 2020.pdf
Endowment Plan Product Terms, Conditions and Declarations	PS.Endowment Plan Product Terms, Conditions and Declarations_April 2020.pdf	PS.Endowment Plan Product Terms, Conditions and Declarations_April 2020.pdf	PS.Endowment Plan Product Terms, Conditions and Declarations_April 2020.pdf
Investment Option Schedule	OPN IOS Select - May 2020.pdf	OPN IOS Select - May 2020.pdf	OPN IOS Select - May 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

OPN Investment Account
OPN Investment Account - Individuals Application Form	PS.OPN Investment Account Application Form - Individuals April 2020.pdf	PS.OPN Investment Account Application Form - Individuals April 2020.pdf	PS.OPN Investment Account Application Form - Individuals April 2020.pdf
OPN Investment Account - Legal Entities Application Form	PS.OPN Investment Account Application Form - Legal Entities April 2020.pdf	PS.OPN Investment Account Application Form - Legal Entities April 2020.pdf	PS.OPN Investment Account Application Form - Legal Entities April 2020.pdf
Investment Account Product Terms, Conditions and Declarations	PS.Investment Account Product Terms Conditions and Declarations_April 2020.pdf	PS.Investment Account Product Terms Conditions and Declarations_April 2020.pdf	PS.Investment Account Product Terms Conditions and Declarations_April 2020.pdf
OPN IOS Select - May 2020.pdf	OPN IOS Select - May 2020.pdf	OPN IOS Select - May 2020.pdf	OPN IOS Select - May 2020.pdf
FICA requirements	FICA Requirements_4.pdf	FICA Requirements_4.pdf	FICA Requirements_4.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

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	Financial Adviser Guide March 2020.pdf	Financial Adviser Guide March 2020.pdf	Financial Adviser Guide March 2020.pdf

Application forms
PPS Financial Services Provider Application Form	PPS Financial Services Provider Application Form.pdf	PPS Financial Services Provider Application Form.pdf	PPS Financial Services Provider Application Form.pdf
FSP request for sub code	FSP request for sub code.pdf	FSP request for sub code.pdf	FSP request for sub code.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 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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