PRODUCT DISCLOSURE STATEMENT
& CLIENT SERVICES AGREEMENT
PRODUCT DISCLOSURE STATEMENT
A Product Disclosure Statement (PDS) is provided by all financial service providers when we recommend or offer a financial product. It includes information about the product's key features, fees, commissions, benefits, risks and the complaints handling procedure.
Click the download button below to read our Product Disclosure Statement.
CLIENT
SERVICES AGREEMENT
A client services agreement is a legal document between a the customer and a service provider that outlines what service will be provided, what compensation will be and the terms of the relationship with the customer.
Click the download button below to read our Client Services Agreement.