Key dates for EOFY
EOFY is approaching, please review our key dates.
Key dates for EOFY
EOFY is approaching, please review our key dates.
Forms and documents
MLC accepts electronic signatures (e-signatures) in place of handwritten signatures for certain forms. Visit E-signature supported forms for more information.
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Invest additional money to your clients' account.
Online
Login to MLC AdviserOnline and invest additional money into your client's account.
Download a form
Download and send us a completed form relating to your client's account:
MLC MasterKey (PDF)
This form can be signed electronically.
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Download a form
For MasterKey, please select a form for an Ongoing Adviser Service Fee or a One off / Fixed Term Adviser Service Fee
Ongoing Adviser Service Fee Consent form (PDF)
One off / Fixed Term Adviser Service Fee Consent form (PDF)
This form can be signed electronically.
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Download a form
Asset Transfer (in specie) request to Expand Essential, or Expand Extra - Investment products (PDF) - MLC MasterKey
Asset Transfer request (withdrawals to external providers) – Investment products (PDF) - MLC MasterKey
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Switch your clients' investments.
Online
Login to MLC AdviserOnline and switch how your client's account balance and future contributions are invested.
Download a form
Download and send us completed form relating to your client's account:MLC MasterKey (PDF)
This form can be signed electronically.
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Make a withdrawal for your clients.
Download a form
Download and send us a completed form relating to your client's account:
MLC MasterKey (PDF)
This form can be signed electronically.
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Download a form
MLC Proof of Identity Guide (PDF)
FSC - Identification Form - Associations (PDF)
FSC - Identification Form - Australian Companies (PDF)
FSC - Identification Form - For Foreign Companies (PDF)
FSC - Identification Form - Government Bodies (PDF)
FSC - Identification Form - Individuals & Sole Traders (PDF)
FSC - Identification Form - Partnerships & Partners (PDF)
FSC - Identification Form - Registered Co-Operatives (PDF)
FSC - Identification Form - Australian Regulated Trusts (PDF)
FSC - Identification Form - Unregulated Australian & Foreign Trusts (PDF)
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Update your clients' account details.
Online
Login to MLC AdviserOnline and update your client's details.
Download a form
Download and send us a completed form relating to your client's account:
MLC MasterKey (PDF)
This form can be signed electronically.
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Update your clients' adviser.
Download a form
Download and send us a completed form relating to your client's account:
MLC MasterKey (PDF)
This form can be signed electronically.
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Update your clients' entity details.
Download a form
Download and send us a completed form relating to your client's account:
MLC MasterKey (PDF)
This form can be signed electronically.
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Update your clients' name, address and contact details.
Online
Login to MLC AdviserOnline and update your client's details.
Download a form
Download and send us a completed form relating to your client's account:
MLC MasterKey (PDF)
This form can be signed electronically.
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