Future contributions from payroll

The Trustee will allow you to change where your payroll contributions are invested at any time. This will enable your ongoing contributions to be invested differently from your member account balance.

To change future contributions you can either:

Ø       advise the Trustee in writing; or

Ø       complete the Investment Choice Form which can be obtained by calling CSR Super or by downloading the form from the website.

Account balance

You may wish to review your investment options periodically to ensure they suit your long term investment strategy. Investment options can only be changed once each calendar quarter. There is no charge to you for making a change to your investment options (switching).

To change your investment options you can either:

Ø       log on to “Your Account” on the website; or

Ø       complete the Investment Choice Form which can be obtained by calling CSR Super or by downloading the form from the website.

These changes MUST reach Holcim Super by the 21^st of the last month of the calendar quarter in order to take effect from the first day of the next calendar quarter.

Example

For a change effective from 1 April your form needs to reach CSR Super by 21 March.

Any directions to the Trustee to change your investment options will be acknowledged following receipt. The Trustee will not act on instructions for changes received after the 21^st of the last month of the calendar quarter.

If you miss the cut-off date you will be contacted to confirm whether you would like your instruction carried over to the next quarter. If the Trustee receives more than one instruction during a quarter, only the last one will be acted on.