PRODUCT DISCLOSURE STATEMENTS
Product Disclosure Statements
The below Product Disclosure Statements are provided as a resource for clients who have engaged and received advice from DolFinwise. The listing of these PDS’s should not be viewed as an endorsement or recommendation. DolFinwise advisers do not limit their recommendations solely to products on this list. These products are not suitable for everyone and licensed advice should be sought before using them.
Investment Accounts Product Disclosure Statements
-
Asgard eWrap Investment Supplementary Financial Services Guide & IDPS Guide
-
Asgard Infinity eWrap Investment Financial Services Guide & IDPS Guide
-
Asgard Open eWrap Investment Financial Services Guide (and IDPS Guide)
-
BT Panorama Investments Additional Information and Terms Booklet
-
CFS FirstChoice Wholesale Investment PDS (includes application forms)
-
CFS FirstChoice Wholesale Investment Investment Options Menu
-
FirstRate Wholesale Investment Deposits and Term Deposit PDS
Superannuation & Pension Product Disclosure Statements
-
CFS FirstChoice Wholesale Super and Pension PDS (includes application forms)
-
CFS FirstChoice Wholesale Personal Super and Pension – Insurance Booklet
-
Netwealth Russell Investments Super Series Product Disclosure Statement
-
Netwealth Russell Investments Super Series Product Disclosure Updates
Managed Investment Product Disclosure Statements
-
BetaShares Australian Bank Senior Floating Rate Bond ETF PDS
-
Ironbark Karara Wholesale Plus Australian Small Companies Fund PDS
-
Vanguard International Property Securities Index Fund (Hedged) PDS
-
Walter Scott Wholesale Plus Global Equity Fund BTA0542AU PDS
Cash & Term Deposit Product Disclosure Statements
-
CFS FirstRate Wholesale Investment Deposits and Term Deposits PDS
-
Members Equity Business Online Savings Account Terms & Conditions
Insurance Product Disclosure Statements
Annuity Product Disclosure Statements
Further Information