This Application Form (including the Direct Debit Request and the Adviser Electronic
Transaction Authority Form) accompanies and forms part of the Product Disclosure
Statement (PDS) issued by KeyInvest Ltd ABN 74 087 649 474 AFSL 240667 (KeyInvest)
('we', 'us', 'our' in this Application Form) for the Funeral Bond dated 11th November 2022.
The PDS (and any Supplementary PDS issued) contain important information about the
Funeral Bond which you should consider before making an application.
The PDS is available via our website at keyinvest.com.au or you may request a copy
from your financial adviser or funeral director.
An application to invest in the KeyInvest Funeral Bond can only be made using this form.
Completed Application Forms can be posted to KeyInvest, Reply Paid 3340,
RUNDLE MALL SA 5000 (no stamp required) or emailed to: email@example.com
Please use CAPITAL letters to complete the Application form
1. Investor details
Investor (All correspondence will be sent to this person)
Residential Address (must not be a PO Box, RMB or Locked Bag)
Mailing Address (if different to above address)
If the application is being completed under a Power of Attorney (POA), please include the attorney’s
contact details under the Mailing Address and Contact Details sections
2. Contribution Details
Please select how the initial contribution will be paid.
Banking details will be provided on a seperate invoice
3. Service fee payment instruction
Initial Service Fee
Where agreement has been reached to pay a financial adviser or service provider a one-off
service fee, please insert the fee as either a fixed dollar amount or percentage of the
please note service fees will be deducted from the Initial Contribution amount with
the lower net amount invested. The lower net amount is the amount assessed under
the Exempt Funeral Bond Threshold.
Before signing this Application Form, investors should read the PDS to which this application
is attached. This Application Form must not be distributed unless attached to the PDS.
Investors aged between 10 and 16 years of age require the written consent of a parent or guardian.
I/We agree and acknowledge:
— I/We have read and understood this Application Form and the PDS attached and to
which this Application Form relates;
— To be bound by the terms and conditions of the PDS, this Application Form and the
Constitution of KeyInvest (as amended from time to time);
— I/We have not relied on statements or representations made by any person, other than
those made in the PDS to which this Application Form relates;
— The information I/We have provided in this Application Form is true and correct;
— The KeyInvest Funeral Bond does not mature until my/our death and that no
withdrawals under the KeyInvest Funeral Bond are possible (other than where the
KeyInvest Funeral Bond is ‘cooled-off’ in accordance with the terms of this PDS);
— The amount of my/our contributions to the KeyInvest Funeral Bond do not exceed my/
our anticipated total amount of funeral expenses;
— Except for in respect of the repayment of capital of the ‘Capital Guaranteed Fund’,
KeyInvest does not guarantee the performance of any other ‘Investment Option’ of the
KeyInvest Funeral Bond;
— In the event KeyInvest is wound up and unable to meet its liabilities, I/We will
contribute to the sum of $1.00 only, towards the meeting of KeyInvest’s liabilities;
— I/We shall be responsible for any Stamp Duty payable on the issue of my/our KeyInvest
Funeral Bond or any subsequent assignment of my/our KeyInvest Funeral Bond to a
funeral director in consideration of a pre-arranged funeral contract;
— My/Our financial adviser (where applicable), may process an application under the
KeyInvest Funeral Bond using KeyInvest’s online application portal and agree to this
electronic form of application unless specifically requested not to;
— That my/our personal information will be collected, used and disclosed by
keyinvest.com.au/privacy-policy/ and otherwise in
accordance with the law
5. Nominate a funeral director to perform the funeral
This section should only be completed and signed if the Funeral Bond is being
‘NOMINATED’ and by the investor(s) only.
The funeral director’s signature is not required. I/We in accordance with the Constitution
of KeyInvest and as outlined in the Product Disclosure Statement, wish to nominate this
Funeral Bond to:
Signature of Investor