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)


Experts Choice Funds


Fidelity Australian Equities Fund

Fidelity India Fund


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



Payden Global Income Opportunities Fund

PIMCO Diversified Fixed Interest Fund


Robeco Emerging Conservative Equity Fund


Vanguard Aust Property Securities Index Fund

Walter Scott Global Equiy Fund

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