Summit - Product Disclosure Statements

Product Disclosure Statements - Investments

Contact a Financial Adviser

Whether you are an experienced investor or just starting out, Summit and Generations gives you choice, flexibilityand control:

Speak to your financial adviser today to better understand which product best meets your investment needs.

Product range:

Summit

Summit Money Master provides a comprehensive portfolio service for personal investments. It helps you establish and maintain an effective investment portfolio through one convenient service. Summit Money Master provides you with a wide range of investment options

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Download the IDPS

Summit Money Master
Effective date: 1 July 2010

Download the Investment Menu

.Investing in Summit
Investment Menu
Issue 20, effective 10 May 2010

Insurance
You may wish to consider an appropriate level of insurance to complement your financial plan. Insurance provides peace of mind and security for those unforeseeable events.

Summit provides the following insurance benefits via AXA's Elevate Insurance solutions:

Life

Life and Total and Permanent Disability

Income

Trauma

Speak to your financial adviser today to find out more about the insurance options available to you.

AXA's Elevate Insurance solutions
Effective date: 19 April 2010

Generations

Generations Investment Portfolio is a simple and convenient way to fulfil your investment objectives. It provides you with a single access point to a select range of investment options that allow you to diversify your investments broadly while the Summit platform takes care of all the administration for you. The attached offer document (IDPS Guide) includes information about the investment options available through the Generations product range.

The Generations range of products offers four types of investment options: