Our Download Centre now has a range of ongoing disclosures, forms and other material all located in the one place. Material is updated regularly.
Upon request, we can provide most forms via DocuSign to allow you to sign electronically – please contact our office if you for more information.
Investors
Disclosure Documents
Product Disclosure Statement (includes the Application Form)
Please note all new clients must complete the Verification of Identity process before we can place investments for you.
Forms
Verification of Identity
The Anti Money Laundering and Counter Terrorism Financing Act (AMLCTF) requires us to collect and verify details of your identity. For individuals, we use a service that will send a text to your mobile phone and allow you to complete the tasks with the phone. An instruction sheet is provided to you to assist before we do this. This process is required to be periodically updated, and we will contact our clients as needed to complete this process with you.
For Companies, Trusts and Associations, we request you complete these forms and then provide the documents the form requests.
Identification Form – Association
Brochures
Self Managed Super Fund Brochure
Internal Dispute Resolution