IOOF WealthBuilder

Tax-effective, flexible and accessible

Important notice: Effective 31 October 2023, Insignia Financial Ltd has divested its friendly society investment bond business IOOF Ltd, including the IOOF WealthBuilder products, to the Australian Unity Group. IOOF Ltd’s policy holders will benefit from joining the Australian Unity Group which is committed to growing and investing in the investment bond sector over the long term. Visit Australian Unity’s website at www.australianunity.com.au/aulbl-wealthbuilder.

Australian Unity is committed to ensuring continuity and minimal impact to you. To ensure a smooth transition, Insignia Financial will continue to provide a number of services to Australian Unity under a transitional services agreement for an initial period of 12 months.

During the 12 month transition period, if you have any queries with regards to a new or existing investment, please contact your financial adviser or our Investor Services Team on 1800 002 217

As part of the transition, Australian Unity has renamed IOOF Ltd to Australian Unity Life Bonds Limited (AULBL). Refer to the announcement here

A copy of the AULBL Privacy Policy is available here

If you have any queries regarding the acquisition or Australian Unity, you can contact their team on 1300 1300 38.

IOOF WealthBuilder is issued by Australian Unity Life Bonds Limited (AULBL) ABN 21 087 649 625, AFS Licence number 230522, a wholly owned subsidiary of Australian Unity Limited ABN 23 087 648 888. The information on this webpage is general information only and is not based on the objectives, financial situation or needs of any particular investor. You should obtain financial and taxation advice relevant to your circumstances before making investment decisions. You should also read the latest product disclosure statement and target market determination, available at australianunity.com.au/aulbl-wealthbuilder.