Annuities via platform

CommInsure annuities are now available via Colonial First State platforms, meaning more convenience for you and more comprehensive service for your clients.

Benefits

CommInsure annuities via Colonial First State platforms offer:

  • Real choice. With a choice of providers and annuities you can easily tailor your client’s portfolio to their specific retirement needs.
  • Streamlined applications. The application process is easy using pre-populated information from your client’s platform account.
  • Consolidated reporting. Reduce administration and spend more time servicing your clients. Colonial First State platforms provide consolidated client reporting meaning you can easily keep track of your client’s retirement assets.
  • Improved efficiency. It’s easy for you to execute and report on your client’s retirement strategy with an annuity sitting alongside their other investments.
  • Market-leading support and resources. Colonial First State’s market-leading technical support, client education resources and other tools can support you in delivering quality advice to your pre and post retiree clients.

Further information, quick quotes and application forms are all available online.

Start offering CommInsure annuities today, contact one of our dedicated BDMs.

NSW/WA/NT/SA

Simon Felice

02 9117 2955

0416 037 066

simon.felice@colonialfirststate.com.au

VIC/TAS

Stefanie Bond

03 8618 5537

0475 954 279

sbond@colonialfirststate.com.au

QLD

Vijay Mathew

07 3237 3194

0475 955 323

vijay.mathew@colonialfirststate.com.au

Important information


The CommInsure annuity products accessible via the Colonial First State Wrap and FirstChoice platforms (Colonial First State Platforms) are issued by the Colonial Mutual Life Assurance Society Limited ABN 12 004 021 809, AFSL 235 035 (CMLA). CommInsure is a registered business name of CMLA.

CommInsure has appointed Colonial First State Investments Limited ABN 98 002 348 352 AFSL 232468 (CFS) and Avanteos Investments Limited ABN 20 096 259 979 AFSL 245531 (AIL) to perform platform administration services in relation to the annuity products accessible via the Colonial First State Platforms (Platform Annuity Products). CFS and AIL are providing platform administration services only and are not issuing, selling, guaranteeing, underwriting, providing custody services, or any other function in relation to the Platform Annuity Products. CFS, AIL and CMLA are subsidiaries of the Commonwealth Bank of Australia ABN 48 123 123 124 (the Bank). Excluding CMLA, the Bank and its subsidiaries do not guarantee or underwrite the Platform Annuity Products and investments in these Platform Annuity Products are not liabilities or deposits of the Bank or its subsidiaries.

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