General

• How to certify documents pdf, 49.43 KB
• Financial Services Guide pdf, 358.16 KB
• Non-cash Payment Products - Product Disclosure Statement pdf, 363.96 KB
• Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) Definitions pdf, 92.81 KB
• Ethical investing for market returns pdf, 2.66 MB

Ethics and impact

Climate Risk Report

Our climate risk report is currently being updated and will be available soon.

• Ethical Investment Approach pdf, 437.10 KB
• Ethical Investment Policy pdf, 74.97 KB
• Ethical Investment Principles pdf, 65.89 KB
• 2021 Stewardship Report pdf, 5.91 MB

Policies

• Unit Pricing Discretions Policy pdf, 178.88 KB

Forms

• Registered Signatory form pdf, 105.95 KB
• Redemption form pdf, 825.38 KB
• Power of Attorney Form pdf, 66.85 KB
• Direct Debit form pdf, 851.15 KB
• Periodic Payment form pdf, 841.83 KB
• Switch form pdf, 876.99 KB
• Change of details form pdf, 863.09 KB
• Change of name form pdf, 808.63 KB
• Transfer form pdf, 882.41 KB
• Tax information form pdf, 956.15 KB
• Know your client: Associations pdf, 143.61 KB
• Know your client: Partnerships pdf, 138.89 KB