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)


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.