Investment, Insurance, Superannuation
The final stage of separation of the OnePath Superannuation and Investments business from the OnePath Life Insurance business will complete in April 2022.
What does this mean for advisers?
As a result of separation activities, effective 11 April 2022, advisers must submit separate adviser payment queries and administration requests for OnePath Superannuation and Investment products and OnePath Life Insurance products.
Please note there will be no disruptions to adviser payment processing for OnePath Superannuation and Investments as a result of these separation activities.
Who do I contact for OnePath Superannuation and Investment product adviser payment queries and administration requests?
From 11 April 2022, all OnePath Superannuation and Investment product adviser payment queries and administration requests should be directed to the Adviser Payment Services (APS) team on the new contact details below.
What do you need to do?
Please remember:
Who do I contact for OnePath Life Insurance policy adviser payment queries and administration requests?
From 11 April 2022, adviser payment queries and administration requests relating to OnePath Life Insurance policies should be directed to the Zurich Adviser Administration team on
1800 222 066 or email adviser.admin@zurich.com.au.
My client has a OnePath Superannuation account with a OnePath Life Insurance policy – where do I direct my queries from 11 April 2022?
For clients who hold a OnePath Superannuation account administered by Insignia Financial Ltd, with a OnePath Life Insurance policy administered by Zurich, you will now need to contact both teams from 11 April 2022, as follows:
What happens if I accidentally send a OnePath Superannuation and Investment email/mail to the Zurich Adviser Administration Team?
From 11 April 2022, any OnePath Superannuation and Investment product adviser payment queries or administration requests sent in error to the Zurich Adviser Administration Team by email or mail will not be forwarded to the APS team, and vice versa.
Will I be redirected if I ring the wrong phone number from 11 April 2022?
Should you call the Zurich Adviser Administration team in error, there will be an interim period where your call will be redirected to the APS team.
Any questions?
If you have any questions or would like further information, please:
The information in this notice has been prepared by OnePath Funds Management Limited (ABN 21 003 002 800, AFSL 238342) (OPFM) and OnePath Custodians Pty Limited (ABN 12 008 508 496, AFSL 238346, RSE L0000673) (OPC) as issuers of superannuation and investment products (‘the Issuers’). This information is current as at April 2022 and may be subject to change.
OPFM and OPC are members of the Insignia Financial group of companies, comprising Insignia Financial Ltd (formerly known as IOOF Holdings Ltd) (ABN 49 100 103 722) and its related bodies corporate (‘Insignia Financial Group’).
OnePath Life Limited (ABN 33 009 657 176 AFSL 238341) (OPL) is the issuer of the insurance products referred to in this notice. OPL is a company within the Zurich Financial Services Australia Group of companies comprising Zurich Financial Services Australia Limited ABN 11 008 423 372 and its related bodies corporate. OPL is not a related body corporate of either OPC or OPFM or any other company in the Insignia Financial Group.
The information provided in this document is for Advisers only, is of a general nature and does not take into account the objectives, financial situation or needs of any person. It is not intended for distribution to retail clients. Retail clients should obtain a Product Disclosure Statement (PDS) relating to the financial products mentioned in this communication and consider it before making any decision about whether to acquire or continue to hold those products. Target Market Determinations (TMDs) for relevant products are also required to be made available and considered by distributors/clients. A copy of the PDS (or other disclosure documents) and TMD are available upon request by phoning 133 665 (superannuation and investment products) or 133 667 (for insurance products) by searching for the applicable product on our website at onepathsuperinvest.com.au or zurich.com.au