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Adviser Resources

New Adviser Registration

Nominated Bank Account 

Change in Client Details

 

Partnervest Service Guide – combined IDPS Guide and Product Disclosure Statement (PDS)

Partnervest Model Portfolio Guide

Partnervest Financial Services Guide (FSG)

 

Please find the Product Target Market Determinations issued by OneVue Wealth Services Limited for the financial products offered via the Partnervest Platform.


Please refer to the relevant disclosure documents to see if these products are right for you. You should obtain your own financial and or tax advice about your personal circumstances.

 

In addition to the Partnervest Disclosure Documents, you should also read the PDS relating to the specific investments you are considering through Partnervest. These PDS’ are available through the Secure Portal once your account is set up.