Application Form
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: info@keyinvest.com.au
Please use CAPITAL letters to complete the Application form
2. Contribution Details
Initial Contribution
Please select how the initial contribution will be paid.
Banking details will be provided on a seperate invoice
3. Application
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.
Declaration:
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 in accordance with its Privacy Policy which can be accessed at
keyinvest.com.au/privacy-policy/ and otherwise in
accordance with the law
If you do not wish to receive newsletters or information in relation to our other products and services, please mark this box.
If you do not wish to receive newsletters or information about goods or services from other suppliers which KeyInvest reasonably consider may be of interest to you, please mark this box
4. Assigning the Funeral Bond to a funeral director
This section should only be completed and signed if the bond is being ASSIGNED
to a funeral director.
I/We in accordance with the Life Insurance Act 1995 (Cth), the Constitution of KeyInvest
and as outlined in the Product Disclosure Statement, wish to assign this Funeral Bond to:
Assigned to:
Please Note:
An assignment transfers full ownership of the Funeral Bond to the funeral director.
Despite the ownership transferring to the funeral director upon acceptance by KeyInvest,
all investor(s) will remain Members of KeyInvest and the assigned funeral director will not
be admitted as a Member of KeyInvest. of KeyInvest
and as outlined in the Product Disclosure Statement, wish to assign this Funeral Bond to:
All future notices will be forwarded to the specified funeral director. This assignment is
not valid until registered by KeyInvest. This assignment is subject to the Funeral Bond
being issued. You must be at least 16 years of age to assign the Funeral Bond to a
funeral director.
Acknowledgement of assignment – Investor 1 and Investor 2 (where applicable) and the
funeral director signatures are required.
