Marble Arch Wealth Solutions - resources - investment advisory service, financial services guide, data collection form, links
resources
Monthly Market Update
Click here to download a copy of our Monthly Market Update
Financial Services Guide (FSG)
This guide is a mandatory requirement by the Australian Securities and Investments Commission (ASIC) and must be provided to you before you engage in our investment advisory service.
It outlines the services we offer, how we operate, our fee structure, our complaints resolution process and any interests, associations or relationships that we have that may influence the advice we give.
Click here to download a copy of our Financial Services Guide
Data Collection Form (DCF)
In order for us to give you the most appropriate and effective financial planning advice, it is important that we understand who you are and what you are trying to achieve. A Data Collection Form is used to collate details about you including your personal details, assets and liabilities, income and expenditure, your risk profile and financial aspirations. The more we understand about you, the better our advice will be.
Click here to download a copy of our Data Collection Form
links
Macquarie Group (Macquarie) is a global provider of banking, financial, advisory, investment and funds management services.
Rewards is an Australian leader of agribusiness investments meeting the need for quality investment alternatives backed by qualified and experienced management. Developing diversified agribusiness investments, Rewards offers and manages premium agribusiness investment products for investor wealth creation.
Capital Growth Pty Ltd is a leading referral based financial solutions provider who has achieved an excellent reputation by providing professional groups with access to a broad range of financial services via our unique "Finance Alliance Program".