Safety & Security

Much of the information in your personal financial record is sensitive and it is vital that you take action to safeguard and protect the contents.

The download is in the form of an editable PDF. If you complete and store information digitally please secure it with encryption and ensure other copies are deleted completely from your hard drive. Use a flash drive or disc to lodge a digital copy with a solicitor or other professional used to handling sensitive information.

If you are in any doubt about the security of digital data, print a copy of the blank form and complete it by hand. The completed form should always be securely stored and locked in a safe environment or lodged with your legal representative.

The free download is an editable PDF form for you to keep. Infinity have no access to the information.

IMPORTANT WARNING: Keep your personal financial information safe and secure: please read this page carefully and ensure you keep your personal records safe.