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Client details  \nMember 1  \nTitle  \nSurname  \nGiven name(s)  \n(including middle name)  \nDate of birth (dd/mm/yyyy)  \nMember 2  \nTitle  \nSurname  \nGiven name(s)  \n(including middle name)  \nDate of birth (dd/mm/yyyy)  \n|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |\n|  / /  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n| |  | Mr | |  | Mrs | |  | Ms | |  | Miss | |  | Dr | |  | Other |  | |\n|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n| / / |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |\n\n2. Financial adviser details  \nLicensee Sales Account No.  Adviser Sales Account No.   \nLicensee Name  \nName of financial adviser  \nPhone Email  \n\n|  | Business |  | Mobile |  |\n| --- | --- | --- | --- | --- |\n|  |  |  |  |  |\n\n3. Important information for members/investors and signature By completing and signing this form, you acknowledge and agree that:  \n• Oasis Asset Management and/or OnePath Custodians will change your financial adviser (as named in section 2) for the accounts listed above.  \n• You must no longer be receiving advice from your existing financial adviser in relation to account listed above.  \n• When Oasis Asset Management and/or OnePath Custodians process this form, your existing financial adviser will no longer be remunerated for advising you and will cease to have access to your information.  \n• For the account listed above, your new financial adviser will be responsible for advising you and will have access to your information, which may include your health information.  \n• The collection, use, storage and disclosure of your personal information (including where authorised and required, health and other sensitive information) will be handled as described in OnePath Custodian’s Privacy Policy which is [available at onepathsuperinvest.com.au/about-us/](available at onepathsuperinvest.com.au/about-us/)[ ](available at onepathsuperinvest.com.au/about-us/)[privacy-policy or by calling Customer Services.](privacy-policy or by calling Customer Servi","cbCaimzp5scJkGuP","https://ap.wps.com/l/cbCaimzp5scJkGuP","pdf",133764,"English","# Adviser request overview\n## When to use pages 1–2 vs 3–4\n## Submission and identification requirements\n# Client and adviser details\n## Client details (Members)\n## Financial adviser details\n# Important information and signatures\n## Acknowledgements and privacy handling\n## Adviser remuneration declaration","[{\"question\":\"Which OnePath products can use this form to change the servicing financial adviser?\",\"answer\":\"Pages 1 and 2 are for changing the servicing financial adviser on any OnePath product except specified excluded investment portfolio and trust products. For an investment portfolio or trust product, complete pages 3 and 4.\"},{\"question\":\"What documents are required to verify the signatures?\",\"answer\":\"Provide a copy of the client’s ID (licence/passport) document so the signature(s) can be verified.\"},{\"question\":\"What happens to the existing financial adviser’s access and remuneration after the request is processed?\",\"answer\":\"Once processed, the existing financial adviser will no longer be remunerated for advising the listed accounts and will cease to have access to the client’s information. The new financial adviser becomes responsible for advising and will have access to the client’s information, which may include health information.\"}]","Change of Adviser Request - October 2025 | PDF",1789841359]