Invest Forms and Documents | PPS

PPS For Professionals

Forms and Documents

Vested PPS Profit-Share Account
Vested PPS Profit-Share Account Product, Terms and Conditions (254.74 KB)	Vested Profit-Share Account Product Terms Conditions and Declarations PPS_DTC4_1124.pdf (254.74 KB)	Vested Profit-Share Account Product Terms Conditions and Declarations PPS_DTC4_1124.pdf (254.74 KB)	Vested Profit-Share Account Product Terms Conditions and Declarations PPS_DTC4_1124.pdf (254.74 KB)
Self-certification (185.64 KB)	Individual DWT FATCA and CRS Self Certification Form PPS_DMF12_0124_3.pdf (185.64 KB)	Individual DWT FATCA and CRS Self Certification Form PPS_DMF12_0124_3.pdf (185.64 KB)	Individual DWT FATCA and CRS Self Certification Form PPS_DMF12_0124_3.pdf (185.64 KB)
Premium payment from Vested PPS Profit-Share Account Form (162.18 KB)	Premium Payment from Vested PPS Profit-Share Account PPS_DMF2_0124.pdf (162.18 KB)	Premium Payment from Vested PPS Profit-Share Account PPS_DMF2_0124.pdf (162.18 KB)	Premium Payment from Vested PPS Profit-Share Account PPS_DMF2_0124.pdf (162.18 KB)
FICA requirements (142.49 KB)	FICA Requirements_PPS_DMF11_0124_3.pdf (142.49 KB)	FICA Requirements_PPS_DMF11_0124_3.pdf (142.49 KB)	FICA Requirements_PPS_DMF11_0124_3.pdf (142.49 KB)
Vested PPS Profit-Share Account Application Form (298.96 KB)	PS.Vested PPS Profit Share Account Application Form PPS_DAF4_0124.pdf (298.96 KB)	PS.Vested PPS Profit Share Account Application Form PPS_DAF4_0124.pdf (298.96 KB)	PS.Vested PPS Profit Share Account Application Form PPS_DAF4_0124.pdf (298.96 KB)

PPS Living Annuity
PPS Living Annuity with Lifetime Income Terms and Conditions (180.57 KB)	PPS Living Annuity with Lifetime Income Terms and Conditions_0.pdf (180.57 KB)	PPS Living Annuity with Lifetime Income Terms and Conditions_0.pdf (180.57 KB)	PPS Living Annuity with Lifetime Income Terms and Conditions_0.pdf (180.57 KB)
PPS Living Annuity Product Terms and Conditions (233.41 KB)	Living Annuity Product Terms Conditions and Declarations.pdf (233.41 KB)	Living Annuity Product Terms Conditions and Declarations.pdf (233.41 KB)	Living Annuity Product Terms Conditions and Declarations.pdf (233.41 KB)
PPS Default Living Annuity Application form (342.02 KB)	PPS Default Living Annuity Application Form.pdf (342.02 KB)	PPS Default Living Annuity Application Form.pdf (342.02 KB)	PPS Default Living Annuity Application Form.pdf (342.02 KB)
PPS Living Annuity Application Form (378.26 KB)	PPS Living Annuity Application Form.pdf (378.26 KB)	PPS Living Annuity Application Form.pdf (378.26 KB)	PPS Living Annuity Application Form.pdf (378.26 KB)

Corporate Personal Pension
Corporate Personal Pension - Product Terms, Conditions and Declarations (232.94 KB)	PPS Corporate Personal Pension Product Terms, Conditions and Declarations.pdf (232.94 KB)	PPS Corporate Personal Pension Product Terms, Conditions and Declarations.pdf (232.94 KB)	PPS Corporate Personal Pension Product Terms, Conditions and Declarations.pdf (232.94 KB)
Corporate Personal Pension - Information and Privacy Standard (560.19 KB)	PPS Funds - Information and Privacy Standard Aug 2023 website_1.pdf (560.19 KB)	PPS Funds - Information and Privacy Standard Aug 2023 website_1.pdf (560.19 KB)	PPS Funds - Information and Privacy Standard Aug 2023 website_1.pdf (560.19 KB)
Investment Policy Statement (733.44 KB)	PPS Funds - Investment Policy Statement - Aug 2023 website_1.pdf (733.44 KB)	PPS Funds - Investment Policy Statement - Aug 2023 website_1.pdf (733.44 KB)	PPS Funds - Investment Policy Statement - Aug 2023 website_1.pdf (733.44 KB)
Investment Privacy Policy (447.63 KB)	PPS Funds - Privacy Policy Aug 2023 website_2.pdf (447.63 KB)	PPS Funds - Privacy Policy Aug 2023 website_2.pdf (447.63 KB)	PPS Funds - Privacy Policy Aug 2023 website_2.pdf (447.63 KB)
PPS Corporate Personal Pension Application form - employee (362.15 KB)	PS.PPS Corporate Personal Pension Employee_PPS_CAF10_0124.pdf (362.15 KB)	PS.PPS Corporate Personal Pension Employee_PPS_CAF10_0124.pdf (362.15 KB)	PS.PPS Corporate Personal Pension Employee_PPS_CAF10_0124.pdf (362.15 KB)
PPS Corporate Personal Pension Application form - employer (257.73 KB)	PS.PPS Corporate Personal Pension Employer Registration Form_PPS_CAF9_0124.pdf (257.73 KB)	PS.PPS Corporate Personal Pension Employer Registration Form_PPS_CAF9_0124.pdf (257.73 KB)	PS.PPS Corporate Personal Pension Employer Registration Form_PPS_CAF9_0124.pdf (257.73 KB)

PPS Retirement Annuity
PPS Retirement Benefits Counselling Brochure (111.73 KB)	PPS Retirement Benefits Counselling Brochure.pdf (111.73 KB)	PPS Retirement Benefits Counselling Brochure.pdf (111.73 KB)	PPS Retirement Benefits Counselling Brochure.pdf (111.73 KB)
PPS Retirement Annuity Terms Conditions and Declarations (228.97 KB)	Personal Pension Retirement Funds Product Terms Conditions and Declarations_0.pdf (228.97 KB)	Personal Pension Retirement Funds Product Terms Conditions and Declarations_0.pdf (228.97 KB)	Personal Pension Retirement Funds Product Terms Conditions and Declarations_0.pdf (228.97 KB)
Retirement Annuity Fund Privacy Policy (231.25 KB)	RA Fund - Privacy Policy Aug 2023 website.pdf (231.25 KB)	RA Fund - Privacy Policy Aug 2023 website.pdf (231.25 KB)	RA Fund - Privacy Policy Aug 2023 website.pdf (231.25 KB)
Retirement Annuity Fund Information and Privacy Standard (546.11 KB)	RA Fund - Information and Privacy Standard Aug 2023 website.pdf (546.11 KB)	RA Fund - Information and Privacy Standard Aug 2023 website.pdf (546.11 KB)	RA Fund - Information and Privacy Standard Aug 2023 website.pdf (546.11 KB)
Annual Member Communication (483.96 KB)	PPS Retirement Annuity Fund - Annual Member Communication - 2023_0.pdf (483.96 KB)	PPS Retirement Annuity Fund - Annual Member Communication - 2023_0.pdf (483.96 KB)	PPS Retirement Annuity Fund - Annual Member Communication - 2023_0.pdf (483.96 KB)
PPS Retirement Annuity Application Form (318.13 KB)	PPS Retirement Annuity Application Form_1.pdf (318.13 KB)	PPS Retirement Annuity Application Form_1.pdf (318.13 KB)	PPS Retirement Annuity Application Form_1.pdf (318.13 KB)
Retirement Annuity Fund Investment Policy Statement (246.78 KB)	RA Fund - Investment Policy Statement - Aug 2024 website.pdf (246.78 KB)	RA Fund - Investment Policy Statement - Aug 2024 website.pdf (246.78 KB)	RA Fund - Investment Policy Statement - Aug 2024 website.pdf (246.78 KB)

PPS Personal Pension
PPS Personal Pension Privacy Policy (447.63 KB)	PPS Funds - Privacy Policy Aug 2023 website.pdf (447.63 KB)	PPS Funds - Privacy Policy Aug 2023 website.pdf (447.63 KB)	PPS Funds - Privacy Policy Aug 2023 website.pdf (447.63 KB)
PPS Personal Pension Application Form (316.08 KB)	PPS Personal Pension Application Form_0.pdf (316.08 KB)	PPS Personal Pension Application Form_0.pdf (316.08 KB)	PPS Personal Pension Application Form_0.pdf (316.08 KB)
Annual Member Communication (495.44 KB)	PPS Personal Pension - Annual Member Communication - 2023_0.pdf (495.44 KB)	PPS Personal Pension - Annual Member Communication - 2023_0.pdf (495.44 KB)	PPS Personal Pension - Annual Member Communication - 2023_0.pdf (495.44 KB)
Investment Policy Statement (733.44 KB)	PPS Funds - Investment Policy Statement - Aug 2023 website.pdf (733.44 KB)	PPS Funds - Investment Policy Statement - Aug 2023 website.pdf (733.44 KB)	PPS Funds - Investment Policy Statement - Aug 2023 website.pdf (733.44 KB)
PPS Personal Pension Information and Privacy Standard (560.19 KB)	PPS Funds - Information and Privacy Standard Aug 2023 website.pdf (560.19 KB)	PPS Funds - Information and Privacy Standard Aug 2023 website.pdf (560.19 KB)	PPS Funds - Information and Privacy Standard Aug 2023 website.pdf (560.19 KB)
PPS Retirement Benefits Counselling Brochure (111.73 KB)	PPS Retirement Benefits Counselling Brochure_0.pdf (111.73 KB)	PPS Retirement Benefits Counselling Brochure_0.pdf (111.73 KB)	PPS Retirement Benefits Counselling Brochure_0.pdf (111.73 KB)
PPS Personal Pension Terms, Conditions and Declarations (228.97 KB)	Personal Pension Retirement Funds Product Terms Conditions and Declarations.pdf (228.97 KB)	Personal Pension Retirement Funds Product Terms Conditions and Declarations.pdf (228.97 KB)	Personal Pension Retirement Funds Product Terms Conditions and Declarations.pdf (228.97 KB)

PPS Preservation Funds
PPS Preservation Funds Product Terms, Conditions and Declarations (296.09 KB)	Preservation Funds Product Terms Conditions and Declarations_0.pdf (296.09 KB)	Preservation Funds Product Terms Conditions and Declarations_0.pdf (296.09 KB)	Preservation Funds Product Terms Conditions and Declarations_0.pdf (296.09 KB)
PPS Preservation Fund - Information and Privacy Standard (560.19 KB)	PPS Funds - Information and Privacy Standard Aug 2023 website_0.pdf (560.19 KB)	PPS Funds - Information and Privacy Standard Aug 2023 website_0.pdf (560.19 KB)	PPS Funds - Information and Privacy Standard Aug 2023 website_0.pdf (560.19 KB)
Investment Policy Statement (447.63 KB)	PPS Funds - Privacy Policy Aug 2023 website_1.pdf (447.63 KB)	PPS Funds - Privacy Policy Aug 2023 website_1.pdf (447.63 KB)	PPS Funds - Privacy Policy Aug 2023 website_1.pdf (447.63 KB)
PPS Preservation Provident Fund - Annual Member Communication (491.47 KB)	PPS Preservation Provident - Annual Member Communication - 2023_0.pdf (491.47 KB)	PPS Preservation Provident - Annual Member Communication - 2023_0.pdf (491.47 KB)	PPS Preservation Provident - Annual Member Communication - 2023_0.pdf (491.47 KB)
PPS Preservation Fund - Investment Policy Statement (733.44 KB)	PPS Funds - Investment Policy Statement - Aug 2023 website_0.pdf (733.44 KB)	PPS Funds - Investment Policy Statement - Aug 2023 website_0.pdf (733.44 KB)	PPS Funds - Investment Policy Statement - Aug 2023 website_0.pdf (733.44 KB)
PPS Preservation Funds Application Form (270.72 KB)	PPS Preservation Funds Application Form.pdf (270.72 KB)	PPS Preservation Funds Application Form.pdf (270.72 KB)	PPS Preservation Funds Application Form.pdf (270.72 KB)
PPS Preservation Pension Fund - Annual Member Communication (491.73 KB)	PPS Preservation Pension - Annual Member Communication - 2023_0.pdf (491.73 KB)	PPS Preservation Pension - Annual Member Communication - 2023_0.pdf (491.73 KB)	PPS Preservation Pension - Annual Member Communication - 2023_0.pdf (491.73 KB)

PPS Tax Free Investment Account
PPS Tax Free Investment Account Application Form (367.83 KB)	PS PPS Tax Free Investment Account Application Form_PPS_DAF1_0124_0.pdf (367.83 KB)	PS PPS Tax Free Investment Account Application Form_PPS_DAF1_0124_0.pdf (367.83 KB)	PS PPS Tax Free Investment Account Application Form_PPS_DAF1_0124_0.pdf (367.83 KB)
PPS Tax Free Investment Account Product Terms, Conditions and Declarations (224.1 KB)	PPS Tax Free Investment Account Product Terms, Conditions and Declarations.pdf (224.1 KB)	PPS Tax Free Investment Account Product Terms, Conditions and Declarations.pdf (224.1 KB)	PPS Tax Free Investment Account Product Terms, Conditions and Declarations.pdf (224.1 KB)
Transfer Request Form (231.46 KB)	PS.Transfer request form TFIA PPS_DMF1_0124_0.pdf (231.46 KB)	PS.Transfer request form TFIA PPS_DMF1_0124_0.pdf (231.46 KB)	PS.Transfer request form TFIA PPS_DMF1_0124_0.pdf (231.46 KB)
Self Certification (185.64 KB)	Individual DWT FATCA and CRS Self Certification Form PPS_DMF12_0124_2.pdf (185.64 KB)	Individual DWT FATCA and CRS Self Certification Form PPS_DMF12_0124_2.pdf (185.64 KB)	Individual DWT FATCA and CRS Self Certification Form PPS_DMF12_0124_2.pdf (185.64 KB)
FICA requirements (142.49 KB)	FICA Requirements_PPS_DMF11_0124_2.pdf (142.49 KB)	FICA Requirements_PPS_DMF11_0124_2.pdf (142.49 KB)	FICA Requirements_PPS_DMF11_0124_2.pdf (142.49 KB)

PPS Endowment Plan
Endowment Plan Product Terms, Conditions and Declarations (245.11 KB)	Endowment Plan Product Terms Conditions and Declarations.pdf (245.11 KB)	Endowment Plan Product Terms Conditions and Declarations.pdf (245.11 KB)	Endowment Plan Product Terms Conditions and Declarations.pdf (245.11 KB)
Withholding Tax Annexure (207.77 KB)	Withholding Tax Annexure_PPS_DMF13_0124_0.pdf (207.77 KB)	Withholding Tax Annexure_PPS_DMF13_0124_0.pdf (207.77 KB)	Withholding Tax Annexure_PPS_DMF13_0124_0.pdf (207.77 KB)
Self-certification form (185.64 KB)	Individual DWT FATCA and CRS Self Certification Form PPS_DMF12_0124_0.pdf (185.64 KB)	Individual DWT FATCA and CRS Self Certification Form PPS_DMF12_0124_0.pdf (185.64 KB)	Individual DWT FATCA and CRS Self Certification Form PPS_DMF12_0124_0.pdf (185.64 KB)
FICA requirements (142.49 KB)	FICA Requirements_PPS_DMF11_0124_0.pdf (142.49 KB)	FICA Requirements_PPS_DMF11_0124_0.pdf (142.49 KB)	FICA Requirements_PPS_DMF11_0124_0.pdf (142.49 KB)
PPS Endowment Plan - Individuals Application Form (372.73 KB)	PPS Endowment Plan - Individuals Application Form.pdf (372.73 KB)	PPS Endowment Plan - Individuals Application Form.pdf (372.73 KB)	PPS Endowment Plan - Individuals Application Form.pdf (372.73 KB)
PPS Endowment Plan - Entities Application Form (434.35 KB)	PPS Endowment Plan - Entities Application Form.pdf (434.35 KB)	PPS Endowment Plan - Entities Application Form.pdf (434.35 KB)	PPS Endowment Plan - Entities Application Form.pdf (434.35 KB)

PPS Investment Account
PPS Investment Account Product Terms Conditions and Declarations (246.58 KB)	Investment Account Product Terms Conditions and Declarations_1.pdf (246.58 KB)	Investment Account Product Terms Conditions and Declarations_1.pdf (246.58 KB)	Investment Account Product Terms Conditions and Declarations_1.pdf (246.58 KB)
Self-certification form (185.64 KB)	Individual DWT FATCA and CRS Self Certification Form PPS_DMF12_0124.pdf (185.64 KB)	Individual DWT FATCA and CRS Self Certification Form PPS_DMF12_0124.pdf (185.64 KB)	Individual DWT FATCA and CRS Self Certification Form PPS_DMF12_0124.pdf (185.64 KB)
Withholding Tax Annexure (207.77 KB)	Withholding Tax Annexure_PPS_DMF13_0124.pdf (207.77 KB)	Withholding Tax Annexure_PPS_DMF13_0124.pdf (207.77 KB)	Withholding Tax Annexure_PPS_DMF13_0124.pdf (207.77 KB)
FICA requirements (142.49 KB)	FICA Requirements_PPS_DMF11_0124.pdf (142.49 KB)	FICA Requirements_PPS_DMF11_0124.pdf (142.49 KB)	FICA Requirements_PPS_DMF11_0124.pdf (142.49 KB)
PPS Investment Account Application Form (350.1 KB)	PPS Investment Account Application Form_0.pdf (350.1 KB)	PPS Investment Account Application Form_0.pdf (350.1 KB)	PPS Investment Account Application Form_0.pdf (350.1 KB)
PPS Investment Account - Entities Application Form (434.32 KB)	PPS Investment Account – Entities Application Form.pdf (434.32 KB)	PPS Investment Account – Entities Application Form.pdf (434.32 KB)	PPS Investment Account – Entities Application Form.pdf (434.32 KB)

PPS Global Equity Fund
PPS Global Equity Fund Application form for individuals (541.05 KB)	PS PPS Global Equity Fund Individuals_PPS_DAF5_0124.pdf (541.05 KB)	PS PPS Global Equity Fund Individuals_PPS_DAF5_0124.pdf (541.05 KB)	PS PPS Global Equity Fund Individuals_PPS_DAF5_0124.pdf (541.05 KB)

Application forms
FSP request for sub code (206.89 KB)	PS.FSP Request for Sub Code PPS_DMF10_0124.pdf (206.89 KB)	PS.FSP Request for Sub Code PPS_DMF10_0124.pdf (206.89 KB)	PS.FSP Request for Sub Code PPS_DMF10_0124.pdf (206.89 KB)
Financial adviser appointment or advice fee change instruction (162.92 KB)	PS.Financial Adviser Appointment or Advice Fee Change Form_PPS_DMF8_0124.pdf (162.92 KB)	PS.Financial Adviser Appointment or Advice Fee Change Form_PPS_DMF8_0124.pdf (162.92 KB)	PS.Financial Adviser Appointment or Advice Fee Change Form_PPS_DMF8_0124.pdf (162.92 KB)
PPS Financial Services Provider Application Form (462.19 KB)	SS.FSP Contract with PPS Investments PPS_DMF9_0124.pdf (462.19 KB)	SS.FSP Contract with PPS Investments PPS_DMF9_0124.pdf (462.19 KB)	SS.FSP Contract with PPS Investments PPS_DMF9_0124.pdf (462.19 KB)

PPS Global Equity Fund
PPS Global Equity Intermediary Form (192.71 KB)	SS and PS PPS Global Equity Intermediary Form June 2022_0.pdf (192.71 KB)	SS and PS PPS Global Equity Intermediary Form June 2022_0.pdf (192.71 KB)	SS and PS PPS Global Equity Intermediary Form June 2022_0.pdf (192.71 KB)

PPS Investments Adviser Guide
PPS Investments Adviser Guide 2022 (1.39 MB)	PPSI Adviser Guide_March 2022_Web_1.pdf (1.39 MB)	PPSI Adviser Guide_March 2022_Web_1.pdf (1.39 MB)	PPSI Adviser Guide_March 2022_Web_1.pdf (1.39 MB)

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