If you have distributed a product issued by Allianz Retire+ since 5 October 2021 we would like to remind you that in accordance with the Target Market Determination (TMD) for the product, the following information must be reported to Allianz Retire+
Reporting Requirement |
Reporting Frequency |
Customer complaints in relation to Allianz Retire+ products |
within 10 business days following the end of each calendar quarter |
Significant dealings that are inconsistent with the Target Market Determination (TMD) |
as soon as practicable and in any case within 10 business days of becoming aware of the significant dealing |
Regulatory contact |
as soon as practicable and in any case within 10 business days after the communication is received |
Sales data for any sales outside of the target market including reasons why the dealing is outside the target market and whether the dealing occurred under personal advice |
within 10 business days following the end of the calendar quarter |
For further information including the definition of the target market for a product, please see the relevant product TMD available on our website: www.allianzretireplus.com.au
To assist with the above reporting requirements, a DDO Quarterly Reporting template is also available in the Product Guides section of our website: www.allianzretireplus.com.au/forms-resources/product-guides. Please note that nil reports are not required.
You can email the completed reporting template to us at: administration@allianzretireplus.com.au