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POLICY DOCUMENTS

Income Protection Insurance

Current documents for Income Protection Insurance
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Target Market Determination (TMD)

Target Market Determination (TMD) (PDF 172kb)

Effective for PDS issue date on or after 31/03/2025

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Platform Ventures Financial Services Guide

Platform Ventures Financial Services Guide (PDF 36KB)

This FSG outlines important legal information including the services we are authorised to provide.

Date prepared: 9 December 2021

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TAL Direct Financial Services Guide

TAL Direct Financial Services Guide (PDF 152KB)

This FSG outlines important legal information including the services we are authorised to provide.

Issue date: 31/03/2025

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Life Insurance Code of Practice
Life Insurance Code of Practice
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Direct Debit Agreement

TAL Direct Debit Agreement Form (PDF 46KB)

Direct Debit Request Form and Service Agreement (PDF 48KB)

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Smoker Habit Statement
Smoker Habit Statement (PDF 67KB)
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Past documents

Combined Product Disclosure Statement and Policy Document

Combined Product Disclosure Statement (PDS) and Financial Services Guide (FSG) (PDF 1.4MB)

Effective for policies with a start date issued between 19/03/2024 and 30/03/2025.

Combined Product Disclosure Statement (PDS) and Financial Services Guide (FSG) (PDF 1.4MB)

Effective for policies with a start date in between 01/10/21 and 18/03/24.

Combined Product Disclosure Statement (PDS) and Financial Services Guide (FSG) (PDF 1.4MB)

Effective for policies with a start date in between 01/04/21 and 30/09/21.

Supplementary Product Disclosure Statement, Combined Product Disclosure Statement and Financial Services Guide (PDF 1.44MB)

Effective for policies with a start date in between 18/05/20 and 31/03/21.

Combined PDS and Financial Services Guide (PDF 421KB)

Effective for policies with a start date in between 23/03/20 and 17/05/20.

Combined PDS and Policy Document (PDF 396KB)

Effective for policies with a start date in between 1/3/19 and 22/03/20.

Combined PDS and Policy Document (PDF 368KB)

Effective for policies with a start date in between 1/11/18 and 28/02/19.

Combined PDS and Policy Document (PDF 369KB)

Effective for policies with a start date in between 23/07/18 and 31/10/18.

Combined PDS and Policy Document (PDF 362KB)

Effective for policies with a start date in between 24/08/15 and 22/07/18.

Target Market Determination (TMD)

Target Market Determination (TMD) (PDF 169kb)

Effective date 19/03/2024.

Target Market Determination (TMD) (PDF 173kb)

Effective date 09/02/24.

Target Market Determination (TMD) (PDF 173kb)

Effective date 01/10/21.

Update pursuant to ASIC Corporations Instrument 2016/1055

Update pursuant to ASIC Corporations Instrument 2016/1055 (PDF 42KB)