Design and Distribution Obligations (DDO) Reporting Reminder

 
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

Any information on this website does not take into account your objectives, financial situation or needs. For personal financial advice please speak to your financial adviser. Products will be issued by Allianz Australia Life Insurance Limited, ABN 27 076 033 782, AFSL 296559.

Allianz Retire+ is the business name of Allianz Australia Life Insurance Limited. By using this website you agree to access this Financial Services Guide.