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Notices, Forms & PDS's

Forms & PDS's

In order to start investing as a stockbroking or financial planning client you will need to complete the Private Account Opening Forms below. 


Download Wilson HTM Consolidated Terms, Conditions, Disclosures   (PDF - 530.90 KB)
Download Pershing Financial Services Guide 2012   (PDF - 178.62 KB)
Download WHTM Sophisticated Investor Certification   (PDF - 123.90 KB)
Download Wilson HTM Private Account Opening Forms   (PDF - 1.80 MB)
Download Wilson HTM Client Profile   (PDF - 1010.64 KB)
Download Wilson HTM Financial Services Guide - March 2010   (PDF - 535.88 KB)
Download Wilson HTM Privacy Protection   (PDF - 141.25 KB)


Product Brochures

Download Capital International World Equity (Hedged) PDS   (PDF - 509.61 KB)
Download Wilson HTM Insurance   (PDF - 119.12 KB)
Download Wilson HTM Priority Funds Product Disclosure Statement   (PDF - 2.31 MB)
Download Wilson HTM CMT Financial Report 2010   (PDF - 1.48 MB)
Download Wilson HTM Priority Growth Fund Financial Report 2010   (PDF - 1.87 MB)
Download Wilson HTM Priority Growth Fund Financial Report 2009   (PDF - 1.94 MB)
Download Information to be incorporated by reference - Capital Funds   (PDF - 418.01 KB)
Download Application and other Forms - Capital Funds   (PDF - 524.29 KB)
Download Capital International Global Equities Fund Product Disclosure Statement   (PDF - 758.05 KB)
Download Capital International World Equity PDS   (PDF - 897.43 KB)
Download Capital International Emerging Economies PDS   (PDF - 2.18 MB)
Download Capital International Global Equities Fund (Hedged) Product Disclosure Statement   (PDF - 741.16 KB)


General Brochures

Download Introduction to Wilson HTM Investment Group   (PDF - 2.07 MB)
Download Introduction to Private Wealth Management   (PDF - 862.66 KB)


Notices

Download Pershing Clearing Disclosure Statement   (PDF - 37.25 KB)
Download Compliance Best Execution   (PDF - 101.79 KB)
Download Wilson HTM Credit Guide   (PDF - 397.45 KB)
Download Solaris Core Australian Equities Fund - Change of Responsible Entity   (PDF - 47.59 KB)
Download Solaris Core Australian Equity Fund - Proposed Change of Responsible Entity (RE)   (PDF - 196.02 KB)
Download Plato Core Australian Equity Fund - Proposed Change of Responsible Entity (RE)   (PDF - 195.39 KB)
Download Wilson HTM Schedule Order Execution Policy   (PDF - 68.13 KB)
Download Solaris High Alpha Australian Equity Fund - Proposed Change of Responsible Entity (RE)   (PDF - 66.84 KB)
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