OnePath Superannuation and Investments separation from OnePath Life Insurance

Adviser Online and Account Access changes from 8 April 2022

The final stage of the separation of the OnePath Superannuation and Investments business from the OnePath Life Insurance business will complete in April 2022.

 

What does this mean for Adviser Online?

On 8 April 2022 at 5.00pm (AEST), access to the OneView Life portal will be removed from Adviser Online. This means you will no longer be able to access OnePath Life insurance policy information via Adviser Online.

 

From 11 April 2022, all OnePath Life Insurance policy information will only be available in the Zurich and OnePath Adviser Portal.

 

How do I access my client’s OnePath Superannuation and Investment account information?

There is no impact to OnePath Superannuation and Investment account information, it will continue to be available through Account Access .

 

Which insurance reports and menus have been removed in Account Access?

Effective 8 April 2022 at 5.00pm (AEST) Account Access will be updated to remove OnePath Life Insurance policy references, plus the following:

  • report will be removed: Adviser Reports > Life Risk Report
  • menus will be removed:
    • Account Access > OneView Life
    • Account Access > In Progress > Retail Claims
  • reports available through Account Access will no longer include policy information for OnePath Life Insurance products from 9 April 2022:
    • Adviser Reports > Work In Progress (WIP) Report - only historical insurance data to 8 April 2022 will be available. From 9 April 2022 insurance advisers will need to log into the Zurich and OnePath Adviser Portal to access Service Requests.
    • Adviser Reports > My Remuneration - by Sales Account (Commission) Report – only historical insurance data to 8 April 2022 will be available. From 9 April 2022 insurance advisers will need to log into the Zurich and OnePath Adviser Portal and run an Adviser Remuneration Transaction report.

In addition:

  • Insurance policies will no longer be included in the Client Contact List and Client Balances Adviser Reports.
  • Client Reports will no longer be available for Insurance policies.
  • The Account details page will no longer display policy information for OnePath Life Insurance products.

 

How do I access my client’s OnePath Life Insurance policy information?

From 11 April 2022, all OnePath Life Insurance policy information will only be available in the Zurich and OnePath Adviser Portal.

 

My client has a OnePath Superannuation account with a OnePath Life Insurance policy – how do I access information?

From 11 April 2022:

 

Any questions?
If you have any questions or would like further information, please:

  • call Adviser Services on 1800 804 768, weekdays between 8.30am and 6.30pm (AEST)
  • email us at adviser@onepathsuperinvest.com.au

 

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). 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