Ethics

Our climate risk report and stewardship report are currently being updated and will be available soon.

• Ethical investment philosophy pdf, 180.869 KB
• Ethical investment policy pdf, 405.327 KB
• Ethical investment and stewardship approach pdf, 854.065 KB
• Voting policy pdf, 151.784 KB

General

• Financial Services Guide pdf, 262.86 KB
• How to certify documents pdf, 49.426 KB
• Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) Definitions pdf, 92.814 KB
• Know your client: associations pdf, 143.61 KB
• Know your client: partnerships pdf, 138.89 KB

Forms

• Switch form pdf, 876.986 KB
• Transfer form pdf, 1.141 MB
• Redemption form pdf, 855.882 KB
• Direct debit form pdf, 851.154 KB
• Periodic payment form pdf, 841.828 KB
• Registered signatory form pdf, 105.951 KB
• Change of details form pdf, 878.147 KB
• Change of name form pdf, 808.625 KB
• Tax information form pdf, 956.154 KB
• Power of attorney form pdf, 66.853 KB

Policies

• Privacy Policy pdf, 129.174 KB
• Complaints Handling Policy pdf, 148.633 KB
• Whistleblower Policy pdf, 531.542 KB
• Unit Pricing Discretions Policy pdf, 138.5 KB