LifeStyle Financial Services deals with a number of different fund managers in providing our client services. Below are links to the home pages of some of our more common providers.

•  BT Funds Management
•  Colonial First Choice
•  Macquarie Bank
•  MasterKey Custom Home Page
•  MasterKey Custom Personal Login Page
•  MLC
•  Merrill Lynch
•  Perpetual
•  Platinum Asset Management

In order for you to make changes or undertake transactions to your current accounts, most fund managers require you to use one of their specific forms. All these forms can be accessed through the individual fund managers website using the above links.

To help make finding these forms easier, below are some of the more common forms that our clients request.

•  ATO Standard Choice Form
•  CFS FirstChoice Employer Super consolidation flyer
•  CFS FirstChoice Employer Super investor change of details
•  CFS FirstChoice Employer Super investor investment selection
•  CFS FirstChoice Employer Super Binding Nomination
•  CFS FirstChoice Employer Super Reduction of Employer Insurance Cover
•  CFS FirstChoice Personal Super investor change of details
•  CFS FirstChoice Personal Super switch
•  CFS FirstChoice Wholesale Personal Super investor change of details
•  CFS FirstChoice Wholesale Personal Super switch
•  MasterKey Custom investment authority
•  MLC MasterKey Business Super consolidate your super
•  MLC MasterKey Business Super updating your account details form
•  MLC MasterKey Business Super request for insurance form
•  MLC MasterKey Business Super new enrolment details
•  MLC MasterKey Business Super Remittance Advice
•  MLC MasterKey Business Withdrawal Form
•  MLC MasterKey Superannuation application to transfer form
•  MLC MasterKey Superannuation change of account details form
•  MLC MasterKey Superannuation switch and investment strategy change form
•  MLC MasterKey Superannuation withdrawal form

•  CFS FirstChoice Managed Investment Funds change of details
•  CFS FirstChoice Managed Investment Funds switch
•  CFS FirstChoice Managed Investment withdrawal form
•  CFS FirstChoice Wholesale Managed Investment Funds change of details
•  CFS FirstChoice Wholesale Managed Investment Funds switch form
•  CFS FirstChoice Wholesale Managed Investment withdrawal form
•  MasterKey Custom investment authority
•  MLC MasterKey Unit Trust change of account details form
•  MLC MasterKey Unit Trust change of investment strategy form
•  MLC MasterKey Unit Trust redemption request
•  MLC MasterKey Investment Service change of account details form
•  MLC MasterKey Investment Service switch and investment strategy change form
•  MLC MasterKey Investment Service withdrawal form

• MLC MasterKey Pension change of account details form
• MLC MasterKey Pension investment strategy change form
• MLC MasterKey Pension withdrawal form
• CFS FirstChoice Wholesale Allocated Pension change of account details form
• CFS FirstChoice Wholesale Pension investment strategy change form
• CFS FirstChoice Wholesale Pension withdrawal form

•  MLC direct debit request form
•  MLC credit card authority form