Design and Distribution Obligations (DDO) Reporting Reminder

If you have distributed a product issued by Allianz Retire+ since 5 October 2021 we would like to remind you that in accordance with the Target Market Determination (TMD) for the product, the following information must be reported to Allianz Retire+

Reporting Reminder

Reporting Requirement	Reporting Frequency
Customer complaints in relation to Allianz Retire+ products	within 10 business days following the end of each calendar quarter
Significant dealings that are inconsistent with the Target Market Determination (TMD)	as soon as practicable and in any case within 10 business days of becoming aware of the significant dealing
Regulatory contact	as soon as practicable and in any case within 10 business days after the communication is received
Sales data for any sales outside of the target market including reasons why the dealing is outside the target market and whether the dealing occurred under personal advice	within 10 business days following the end of the calendar quarter

For further information including the definition of the target market for a product, please see the relevant product TMD available on our website: www.allianzretireplus.com.au

To assist with the above reporting requirements, a DDO Quarterly Reporting template is also available in the Product Guides section of our website: Product guides | Forms & Resources | Allianz Retire+ (allianzretireplus.com.au). Please note that nil reports are not required.

You can email the completed reporting template to us at: administration@allianzretireplus.com.au