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What are the documents you provide to me before my account is created?

Everyone can access the Financial Services Guide (FSG), Privacy Policy and Advice Disclaimer on our website.

As a part of your onboarding process, before we create your QuietGrowth account, we will provide you with a digital copy of the 'Statement of Advice and MDA Contract'.

The 'Statement of Advice and MDA Contract' includes:

  • Statement of Advice (SOA);
  • Investment Program;
  • Client Agreement;
  • Link to Product Disclosure Statement (PDS), if any, of each investment product such as an ETF that forms part of the client's QuietGrowth Model Portfolios;
  • Links to the Target Market Distribution (TMD) of the QuietGrowth Model Portfolios advised to you or you wish to opt for; and
  • Managed Discretionary Account (MDA) Application.

Refer to our 'MDA Structure' page for more information.

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