ANZ’s superannuation and investment business

The ownership change of ANZ’s superannuation and investment business to IOOF Holdings Limited (IOOF) occurred on 31 January 2020.

Sample letters	Customer communications
OneAnswer Frontier Personal Super OneAnswer Frontier Pension OneAnswer Frontier Investment Portfolio OneCare Super Grow Wrap — Super Grow Wrap — Investment	Customer letters were received by clients by mid-January. Key components of the communication to your clients: change of ownership to IOOF their product and the service and support they receive remain the same on completion of the sale no impact on their advice relationship.

Sample letters

Customer communications

OneAnswer Frontier Personal Super

OneAnswer Frontier Pension

OneAnswer Frontier Investment Portfolio

OneCare Super

Grow Wrap — Super

Grow Wrap — Investment

Customer letters were received by clients by mid-January.

Key components of the communication to your clients:

change of ownership to IOOF
their product and the service and support they receive remain the same on completion of the sale
no impact on their advice relationship.

Product list

The sale of ANZ’s superannuation and investment business includes super, insurance through super, pension, investment and wrap products.

Understand which products are included in the sale.

About IOOF

IOOF is an established Australian wealth management group providing financial advice, investment, superannuation and trustee services.

Key facts about IOOF:

ASX listed Top 200 company
founded in 1846
over 2,000 staff
over 1,700 financial advisers across Australia
approximately 500,000 clients in Australia
$142.7 billion in funds under management, advice and administration (as at 30 September 2019).

Get to know IOOF at ioof.com.au

Frequently Asked Questions

To help you understand more, we’ve included here some useful questions and answers.

This information is current as at January 2020 but may be subject to change. Updated information will be available by contacting one of our Business Development Managers. This information is for the use of advisers only and may not be reproduced without the prior written permission of the issuers. Full product information including fees, charges, terms and conditions is available in the relevant Product Disclosure Statement (PDS) or offer document and Investor Directed Portfolio Service Guide (Guide).