Documents

This section brings together the key documents and reference material that support the advisory relationship.

Document centre

Use this section to find forms, disclosures, process guidance, and regulatory information without having to search through separate channels.

General Information

Plain-language overviews of services and relevant solution areas.

General information

Client Resources

Documents for onboarding, updates, service requests, and administration.

Client and service documents

Transparency

Important adviser, service, and conflict-related information.

Transparency and disclosure

Client Journey

Guidance on what clients can expect from first meeting to implementation and review.

Client journey information

Governance

Privacy notices, complaints information, and policy-related documents.

Governance and policy material

Need help finding something?

If you are unsure which document applies to your situation, get in touch and you can be directed to the correct item.