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POLICY DOCUMENTS

Life Insurance

Current documents for Life Insurance
tmd
Target Market Determination (TMD)

Target Market Determination (TMD) (PDF 83KB)

Effective for PDS issue date on or after 01/07/2025.

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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 79KB)

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 Policy Alteration Form
Life Insurance Policy Alteration Form (PDF 44KB)
nomination-beneficiaries-form
Nomination of beneficiaries form
Nomination of beneficiaries form (PDF 282KB)
life-insurance-code-practice
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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pds-past
Past documents

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

Combined Product Disclosure Statement (PDS) and Financial Services Guide (FSG) (PDF 805KB)

Effective for policies with a start date in between 31/03/2025 and 30/06/2025.

Combined Product Disclosure Statement (PDS) and Financial Services Guide (FSG) (PDF 805KB)

Effective for policies with a start date issued between 05/06/2024 and 30/03/2025.

Combined Product Disclosure Statement (PDS) and Financial Services Guide (FSG) (PDF 862KB)

Effective for policies with a start date issued between 19/03/2024 and 04/06/2024.

Product Disclosure Statement Update (PDS Update) (PDF 100KB)

This Product Disclosure Statement Update (PDS Update) relates to the AAMI Life Insurance Combined Product Disclosure Statement and Financial Service Guide dated 1 October 2021 (PDS). This PDS Update forms part of the terms and conditions and should be read together with the PDS. Issue date 20/12/2023.

Combined Product Disclosure Statement (PDS) and Financial Services Guide (FSG) (PDF 1.1MB)

Effective for policies with a start date between 01/10/2021 and 18/03/2024.

Combined Product Disclosure Statement (PDS) and Financial Services Guide (FSG) (PDF 1MB)

Effective for policies with a start date between 01/04/2021 and 30/09/2021.

Combined Product Disclosure Statement (PDS) and Financial Services Guide (FSG) (PDF 992KB)

Effective for policies with a start date between 31/8/2020 and 31/03/2021.

Product Disclosure Statement (PDS) (PDF 499KB)

Effective for policies with a start date between 1/03/2019 and 30/8/2020.

Product Disclosure Statement (PDS) (PDF 479KB)

Effective for policies with a start date between 1/11/2018 and 28/02/2019.

Product Disclosure Statement (PDS) (PDF 478KB)

Effective for policies with a start date between 23/07/2018 and 31/10/2018.

Product Disclosure Statement (PDS) (PDF 1.7MB)

Effective for policies with a start date between 30/03/2015 and 22/07/2018.

Target Market Determination (TMD)

Target Market Determination (TMD) (PDF 294KB)

Effective date 31/03/2025.

Target Market Determination (TMD) (PDF 530KB)

Effective date 05/06/2024.

Target Market Determination (TMD) (PDF 180KB)

Effective date 19/03/2024.

Target Market Determination (TMD) (PDF 186KB)

Effective date 20/12/2023.

Target Market Determination (TMD) (PDF 64KB)

Effective date 01/10/2021.

Policy Document

Policy Document (PDF 484KB)

Effective for policies with a start date in between 1/03/2019 and 31/03/2021.

Policy Document (PDF 464KB)

Effective for policies with a start date in between 1/11/2018 and 28/02/2019.

Policy Document (PDF 464KB)

Effective for policies with a start date in between 23/07/2018 and 31/10/2018.

Policy Document (PDF 1.6MB)

Effective from 01/03/2014.

Update pursuant to ASIC Corporations Instrument 2016/1055

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