| How to Lodge a Complaint | Download | |
| Conflict of Interest Management Policy | Download | |
| Treating Customers Fairly Policy | Download | |
| PAIA Manual | Download | |
| FSP Licence | Download | |
| FAIS Disclosure | Download | |
| CIS Disclosure | Download | |
| Privacy and Protection of Personal Information | ||
| Privacy Notice | Download | |
| Information Subjects Notifications – Consents – Accords | ||
| Unit Trusts – Advisors | Download | |
| Unit Trusts – Clients | Download | |
| MiGateway Portal Users | Download | |
| Shareholders | Download | |
| Electronic Communication – Products and Services | Download | |
| Other Forms | ||
| Information Subject Consent Withdrawal Form | Download | |