Disclosure Statement

The purpose of a Disclosure Statement is to provide you with information and answers to questions about our company, our advisers and the way we operate to ensure you are fully informed before doing business with us. 

In accordance with the changes to the Financial Advisers Act 2008 that became effective on 1 July 2011, there are 2 Disclosure Statements that we must provide you:

• Primary Disclosure Statement contains fundamental information to assist you in deciding whether to use our services.  This document is very prescriptive in format to comply with the Act.  
 


• Secondary Disclosure Statement is more comprehensive and contains information about the type of financial services we can provide (including limitations if any), fees payable, remuneration received and any material conflicts of interest.

A copy of our Disclosure Statements are available on request and free of charge.  Please contact us if you would like to receive a copy.