Our policies and documentation

Our policies and documents are available for you to download

Please feel free to download any policies or documenation that you require. If you cannot find what you need please contact us for more information

Financial Services and Credit Guide (FSCG)

Antipodes Global Fund

Bennelong Ex-20 Australian Equities Fund

Bentham Global Income Fund

DNR Capital Aust Equities High Conviction Fund

Epoch Global Equity Shareholder Yield Fund (Unhedged)

ESGI

Experts Choice Funds

FAIR

Fidelity Australian Equities Fund

Fidelity India Fund

GOLD

Lazard Global Listed Infrastructure Fund

Legg Mason Martin Currie Real Income Fund

Macquarie Evolve SMA Research

Macquarie SMA and Evolve PDS

Macquarie Intl Infrastructure Securities Fund (Unhedged)

Magellan Global Fund

Magellan Infrastructure Fund

MOAT

MVW

Payden Global Income Opportunities Fund

PIMCO Diversified Fixed Interest Fund

QUAL

Robeco Emerging Conservative Equity Fund

USD

Vanguard Aust Property Securities Index Fund

Walter Scott Global Equiy Fund

Speak to an independent financial adviser today to plan for tomorrow

 

Get in touch and take the first step towards a more confident financial future for you and your family.