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Allianz Guaranteed Income for Life (AGILE)
| AGILE PDS The AGILE Product Disclosure Statement (PDS) includes information about AGILE’s key features, fees, benefits, risks and the complaints handling procedure. |
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| AGILE TMD The AGILE Target Market Determination (TMD) describes the type of customers AGILE is appropriate for, based on their likely needs, objectives and financial situation. |
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| AGILE Lifetime Income Rates View the Age-Based Rates and Annual Income Escalator for new AGILE investments. |
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| AGILE Maximum Returns View current and historical Maximum Returns for each Protected Investment Option. |
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| AGILE Guaranteed Minimums View the Guaranteed Minimums for new AGILE investments. |
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General
| DDO Quarterly Reporting Dealer Group DDO quarterly reporting template in relation to complaints and significant dealings. |
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| ESG Allianz Retire+ is committed to supporting the Allianz group approach to ESG issues. Allianz SE is a signatory of the United Nations backed Principles for Responsible Investment. |
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| FSG The Allianz Retire+ Financial Services Guide (FSG) explain the financial service(s) offered, the fees charged and how Allianz Retire+ deals with complaints. |
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Future Safe – Closed to new investors
| Future Safe PDS update (5 Oct 2021) The Future Safe Product Disclosure Statement (PDS) has been updated due to changes to the internal dispute resolution process. |
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| Future Safe PDS The Future Safe Product Disclosure Statement (PDS) includes information about the product’s key features, fees, benefits, risks and the complaints handling procedure. |
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| Future Safe TMD The Future Safe Target Market Determination (TMD) describes the type of customers Future Safe is appropriate for, based on their likely needs, objectives and financial situation. |
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| Future Safe Caps and Rates View current and historical Caps and Rates for each Future Safe investment option. |
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Historic and superseded documents
| AGILE PDS (6 March 2023 - 23 Novmber 2023) The AGILE Product Disclosure Statement (PDS) includes information about AGILE’s key features, fees, benefits, risks and the complaints handling procedure. |
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| Future Safe PDS (12 March 2019 - 12 February 2021) The Future Safe Product Disclosure Statement (PDS) dated 12 March 2019 includes information about the product’s key features, fees, benefits, risks and the complaints handling procedure. |
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| Future Safe PDS update (6 May 2020) An update to the Future Safe Product Disclosure Statement (PDS) dated 12 March 2019, including information in response to the COVID-19 pandemic. |
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