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.
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Investment Accounts Product Disclosure Statements​
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Asgard eWrap Investment Supplementary Financial Services Guide & IDPS Guide
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Asgard Infinity eWrap Investment Financial Services Guide & IDPS Guide
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Asgard Open eWrap Investment Financial Services Guide (and IDPS Guide)
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Australian Retirement Trust Super Savings Accumulation Guide
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Australian Retirement Trust Super Savings for Accumulation PDS & Members Form
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Australian Retirement Trust Super Savings for Income & Lifetime Pension PDS
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CFS FirstChoice Wholesale Investment PDS (includes application forms)
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FirstRate Wholesale Investment Deposits and Term Deposit PDS
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Generation Life Investment Bonds - Additional Information Booklet
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Superannuation & Pension Product Disclosure Statements
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CFS FirstChoice Wholesale Super and Pension PDS (includes application forms)
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CFS FirstChoice Wholesale Personal Super and Pension – Insurance Booklet
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Netwealth Russell Investments Super Series Product Disclosure Statement
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Netwealth Russell Investments Super Series Product Disclosure Updates
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Managed Investment Product Disclosure Statements
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Ausbil Active Sustainable Equity Fund PDS
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BetaShares Australian Bank Senior Floating Rate Bond ETF PDS
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Ironbark Renaissance Wholesale Plus Australian Small Companies Fund PDS
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iShares Hedged International Equity Fund (Class D Units) PDS
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Netwealth Managed Account, Lonsec Global Specialist Series Index Plus Diversified
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Vanguard International Fixed Interest Index (Hedged) ETFs PDS
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Vanguard International Fixed Interest Index (Hedged) Fund PDS
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Vanguard International Property Securities Index Fund (Hedged) PDS
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Walter Scott Wholesale Plus Global Equity Fund BTA0542AU PDS
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Cash & Term Deposit Product Disclosure Statements
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CFS FirstRate Wholesale Investment Deposits and Term Deposits PDS
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Members Equity Business Online Savings Account Terms & Conditions
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Insurance Product Disclosure Statements
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Annuity Product Disclosure Statements
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Further Information​