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Update on Successor Fund Transfer – AIA Superannuation Fund

06 June 2017

As previously advised, the successor fund transfer of the AIA Superannuation Fund (the Fund) to the AIA Super Insurance Scheme No2 (the Scheme), has now been completed.

All members of the Fund have now been transferred, and will shortly receive an Exit Statement from the Fund and a Welcome Letter from the Scheme.

It is important to note that your clients do not need to take any action, and their terms and benefits remain the same.

In line with this, the 15% rebate for partial rollovers continues to be unavailable to these clients. We are currently working on extending the upfront rebate to these clients.

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FUTURE ACTION REQUIRED TO CONTINUE ACCESS TO THE AIA ADVISER PORTAL (PREVIOUSLY COMMINSURE ADVISER PORTAL)

In September 2021, we are planning to transition our remaining applications and associated data from the CBA network to the AIA network. In order to prepare for this significant migration, we have planned a series of dress rehearsals, each of which increasing in scope and scale to provide maximum peace of mind ahead of the September cutover.

10 September 2021

Important Regulatory Update and notice of intent

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31 August 2021

Introducing Our Partnership with Perx Health

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