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

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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; and
Managed Discretionary Account (MDA) Application.

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

Also read the answers to the related questions:

Online financial advice for your long-term investing

Avail general financial advice and personal financial advice, in the form of digital advice, for your long-term investing needs by creating an account with QuietGrowth. Delegate your long-term investment activity to us. We offer Individual, Joint, SMSF and Trust account types.

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