Legal & Policies

Terms governing investment advice services for professional clients and their investment accounts.

Terms for a limited investment advice service designed for professional clients.

Terms for self-directed investing where professional clients make their own investment decisions.

Terms governing discretionary portfolio management for professional clients.

Terms governing discretionary portfolio management for retail clients.

Plain-language summary of the key features and terms of our investment advice service.

Plain-language summary of our execution-only service and your responsibilities as an investor.

Plain-language summary of our retail asset management service and key terms.

Questions to help you assess whether an investment service meets your needs.

Important information, limitations and conditions for using our website and its content.

Terms governing access to and use of our websites and online services.

Explains how to submit a complaint and how complaints are handled.

Explains how we collect, use, protect and share personal data, and your privacy rights.

Explains how we execute client orders and seek the best possible outcome.

How we identify, manage and mitigate conflicts of interest.

Explains how outsourced services are governed, monitored and controlled.

Explains client categories and the protections applicable to each classification.

Key risks associated with investing in different financial instruments.

Overview of our remuneration principles and governance arrangements.

Our commitment to making services and information accessible to all users.