Superannuation and Investment Statement Changes (SISC)

As part of AXA’s commitment to improving communication with our customers, we have introduced some significant changes to our statements.

The motivation for the changes has come from AXA’s recent customer research and valuable feedback from our network of advisers. We have chosen to implement these changes to benefit our customers whilst at the same time ensuring we are compliant with recently amended fee disclosure legislation.

The links below provide access to important information about SISC to broaden your understanding and help you communicate these changes to your customers.

Information provided on this site will be updated as the new statements for each product are implemented. (The timing of the implementation of each product is provided in the Product Changes table in the SISC adviser reference kit.)

 

Adviser reference kit

SISC adviser reference kit

This kit provides detailed information about the background to SISC, the impact of SISC on each product and the new reporting formats for transactions and fees and charges. (PDF, 262kb)

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Questions and answers

SISC questions and answers

This collection of Q&As for SISC will help you answer customer questions about the statement changes and the new transactions and fees and charges information. (PDF, 241kb)

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Statement examples

Financial Administration Service example annual statement

This example of a Financial Administration Service annual statement illustrates the addition of the Detailed account activity section, the Indirect Cost Ratio percentage for each investment option and the Total fees you paid section. (PDF, 348KB)

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Financial Administration Service example exit statement

This example of a Financial Administration Service exit statement illustrates the addition of the Detailed account activity section, the Indirect Cost Ratio percentage for each investment option and the Total fees you paid section. (PDF, 39kb)

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Generations example annual statement

This example of a Generations annual statement illustrates the addition of the Detailed account activity section, the Indirect Cost Ratio percentage for each investment option and the Total fees you paid section. (PDF, 72.8KB)

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Generations example exit statement

This example of a Generations exit statement illustrates the addition of the Detailed account activity section, the Indirect Cost Ratio percentage for each investment option and the Total fees you paid section. (PDF, 51KB)

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Goldline Personal Super Plan example annual statement

This example of a Goldline Personal Super Plan annual statement illustrates the new statement format, including the addition of the Detailed account activity section, the Total fees you paid section. (PDF, 135kb)

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Goldline Personal Super Plan example exit statement

This example of a Goldline Personal Super Plan exit statement illustrates the new statement format, including the addition of the Detailed account activity section, the Total fees you paid section. (PDF, 113kb)

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iAccess example annual statement

This example of an iAccess annual statement illustrates the addition of the Detailed account activity section, the Indirect Cost Ratio percentage for each investment option and the Total fees you paid section. (PDF, 82.6KB)

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iAccess example exit statement

This example of an iAccess exit statement illustrates the addition of the Detailed account activity section, the Indirect Cost Ratio percentage for each investment option and the Total fees you paid section. (PDF, 116KB)

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Masterplan Managers example annual statement

This example of a Masterplan Managers annual statement illustrates the addition of the Detailed account activity section, the Indirect Cost Ratio percentage for each investment option and the Total fees you paid section. (PDF, 116KB)

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Masterplan Managers example exit statement

This example of a Masterplan Managers exit statement illustrates the addition of the Detailed account activity section, the Indirect Cost Ratio percentage for each investment option and the Total fees you paid section. (PDF, 82KB).

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Personal Super Plan example annual statement

This example of a Personal Super Plan annual statement illustrates the addition of the Total fees you paid section and the rate of return being expressed as a percentage(%). (PDF, 2.7mb)

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Personal Super Plan example exit statement

This example of a Personal Super Plan exit statement illustrates the addition of the Total fees you paid section and the rate of return being expressed as a percentage(%). (PDF, 323kb)

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Summit example annual statement

This example of a Summit annual statement illustrates the addition of the Detailed account activity section, the Indirect Cost Ratio percentage for each investment option and the Total fees you paid section. (PDF, 75KB)

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Summit example exit statement

This example of a Summit exit statement illustrates the addition of the Detailed account activity section, the Indirect Cost Ratio percentage for each investment option and the Total fees you paid section. (PDF, 292KB)

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Super Directions for Business example annual statement

This example of a Super Directions for Business annual statement illustrates the addition of the Total fees you paid section and the removal of the 3 and 5 year rates of return. (PDF, 1.6mb)

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