logo

Adviser Resources

Performance, Fees and Fund Allocation Calculator - January 2021

 

 

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)

 

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.