Switch offer for the Colonial First State Wholesale Income Fund
The Colonial First State Wholesale Income Fund (the Fund) continues to be suspended. However, Colonial First State have announced the details of their next withdrawal period in November and December 2009. This helps us to provide you with the opportunity to make a switch request between 18 November and 17 December 2009.
This article applies to MLC MasterKey clients invested in the Colonial First State Wholesale Income Fund option.
To apply, you’ll need to complete the relevant Switch Form linked below and return it to us by mail. Completed forms will need to be received by 3pm on 17 December 2009.
Colonial First State Switch Form (PDF, 150KB) – MLC MasterKey superannuation and pension products, or
Colonial First State Switch Form (PDF, 229KB) – MLC MasterKey Investment Service (incl. Fundamentals)
An information guide about how the offer will operate is available via the link below:
Colonial First State switch offer guide (PDF, 39KB)
Investments of less than $1,000
MLC MasterKey superannuation and pension clients who apply for the offer, and have less than $1,000 invested in the Fund, will have the full value of their holdings switched into the alternative investment option they’ve selected.
This will apply to the following MLC MasterKey products:
- MLC MasterKey Super & Pension (including Fundamentals)
- MLC MasterKey Superannuation (Gold Star & Five Star)
- MLC MasterKey Allocated Pension (Gold Star & Five Star) & Term Allocated Pension, and
- MLC MasterKey Business Super (including Personal Super).
More information
A letter has been sent to all MLC MasterKey clients invested in the Fund with more information on the switch offer as well as the relevant Colonial First State Switch Form with which to apply.
Any questions?
If you have any questions please contact us on 132 652, weekdays between 8am and 6pm (AEST/AEDT).
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