View the entire Frequently Asked Questions (FAQs)
What are the documents you provide to me before my account is created?
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'.
- 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.