Financial Services Guide
|
|
|
- Virgil Manning
- 5 years ago
- Views:
Transcription
1 Financial Services Guide Licensee: Integrity Private Wealth Pty Ltd (AFSL ) Crprate Authrised Representative: Nucleus Wealth Management Pty Ltd trading as Nucleus Wealth (ACN# ) (CAR# ) Authrised Representatives: Timthy Fuller (AR# ) Damien Klassen (AR# ) Address: Level Cllins St Melburne VIC 3000 Versin: 1 June 2018 Authrised fr distributin by Integrity Private Wealth Pty Ltd Nucleus Wealth Financial Services Guide 1 st June 2018 Page 1 f 5
2 Why am I receiving this dcument? This Financial Services Guide (FSG) will help yu decide whether t use the Separately Managed Accunt (SMA) service ffered nline by Nucleus Private Wealth and Integrity Private Wealth. It cntains infrmatin abut: Our fees and charges Any cnflicts f interest which may impact the services Hw we deal with cmplaints if yu are nt satisfied with ur services Our prfessinal indemnity insurance arrangements. When we prvide yu with financial planning services yu may receive: A Statement f Advice (SA) r Recrd f Advice (RA) which dcuments the advice we prvide t yu. A Prduct Disclsure Statement (PDS) which explains the prducts we have recmmended. Integrity Private Wealth Integrity Private Wealth Pty Ltd hlds an Australian Financial Services Licence (492712) which has been issued by the Australian Securities and Investments Cmmissin (ASIC). Nucleus Wealth Management and Yur Financial Adviser Nucleus Wealth Management Pty Ltd trading as Nucleus Wealth is a Crprate Authrised Representative f Integrity Private Wealth. Timthy Fuller and Damien Klassen are Authrised Representatives f Nucleus Wealth. We act, and Integrity Private Wealth, n whse behalf we act, act fr yu when we prvide yu with advice and assist yu t acquire financial prducts What services d we prvide? We are authrised t prvide persnal advice n and assist yu t apply fr the SMA prduct. : Outside the nline SMA service, we are als authrised t als assist yu with ther prducts, such as: Managed Discretinary Accunts (MDA) Managed investments Securities (direct shares) Superannuatin and SMSF Persnal risk insurance Nucleus Wealth Financial Services Guide 1 st June 2018 Page 2 f 5
3 The financial advice prcess Thrugh ur platfrm, yu have the ptin f engaging us t prvide advice n apprpriate asset allcatin given yur appetite fr risk, as well as yur ethical preferences, r therwise chsing t allcate yur assets acrss prtflis yurself. Where yu engage us t advise, we will ask yu t cmplete an nline questinnaire s we understand enugh abut yu t prvide the advice. The website will then generate a Statement Advice, which yu can save r print s yu can read it at yur leisure. The Statement f Advice will explain the basis fr ur advice, the main risks assciated with the advice, the cst t yu f implementing the advice, the benefits we receive and any cnflicts f interest which may influence the advice. We will als prvide yu with a Prduct Disclsure Statement. This cntains infrmatin t help yu understand the prduct. We d nt advise yu n the suitability f the separately managed accunt service fr yur circumstances. Hwever, yu can, if yu wish, separately engage us t advise yu n this, and ther, issues. At all times yu are able t cntact us and ask questins abut the advice and investments recmmended. Yu can prvide instructins t us via the website, but als in writing, via phne r via /fax. Please nte yu are respnsible fr ensuring yur instructins d hwever reach us. Fees We d nt charge yu a fee fr the asset allcatin advice we prvide thrugh the website. We can charge a fee fr additinal advice utside f the abve, hwever this will be cnfirmed with yu befre any advice is prepared r delivered. If yu decide t invest in ur SMA service thrugh the website, we d charge an Investment Management fee f 0.64% (Incl. GST) per annum multiplied by yur investment balance. We d nt share this fee with Integrity Private Wealth, hwever Integrity Private Wealth des have a sharehlding in Nucleus Wealth Management and will share in ur prfits. Nucleus Wealth Financial Services Guide 1 st June 2018 Page 3 f 5
4 Referral Fees and Cmmissins In sme situatins Nucleus Wealth Management receive fees r cmmissins where yu are referred t an external party. Yu will always be advised f the referral arrangement whenever yu are referred t an external party. In sme situatins Nucleus Wealth Management pay fees r cmmissins t external parties wh have referred yu t us. Yu will always be advised f the referral arrangements in the SA prvided t yu. Assciated Businesses Nucleus Wealth Management Pty Ltd are nt assciated with any prduct prviders. Making a Cmplaint We endeavur t prvide yu with the best advice and service at all times. If yu are nt satisfied with ur services then we encurage yu t cntact us. Please call us r put yur cmplaint in writing t ur cmplaints fficer, address belw. Cmplaints Officer Nucleus Wealth Level 2, 696 Burke Street Melburne VIC, 3000 If yu are nt satisfied with ur respnse yu can refer it t the Financial Ombudsman Service. Yu can cntact FOS n This service is prvided t yu free f charge. Nucleus Wealth Financial Services Guide 1 st June 2018 Page 4 f 5
5 Prfessinal Indemnity We and Integrity have prfessinal indemnity insurance in place which cvers us fr any errrs r mistakes relating t ur services. This insurance meets the requirements f the Crpratins Act and cvers the services prvided by us and ur advisers after they cease wrking with us, prvided we ntify the insurer f the claim when it arises and this is dne within the relevant plicy perid. Yur Privacy Nucleus Wealth is cmmitted t prtecting yur privacy. We have a Privacy Plicy which sets ut hw we cllect, hld, use and disclse yur persnal infrmatin. We will cllect persnal infrmatin frm yu s that we can understand yur persnal situatin and prvide yu with advice which meets yur needs and bjectives. We will als cllect infrmatin frm yu t meet ur bligatins under the Anti-Mney Laundering and Cunter-Terrrism Financing Act. Using an authrised third party fr identificatin validatin, ur databases hld nly the infrmatin required t prvide advice, manage yur investments and what is mandated by law. We will generally cllect this infrmatin directly frm yu hwever in sme cases we will seek yur authrity t cllect if frm ther parties such as yur accuntant r yur superannuatin fund. If yu d nt prvide us with all f the infrmatin that we request, we may nt be able t prvide ur services t yu. We will hld and use yur persnal infrmatin s that we can cntinue t prvide ur services t yu. We will nly disclse yur persnal infrmatin t external parties where: The law requires us t d s Yu cnsent fr us t d s Our Privacy Plicy cntains further infrmatin n hw we cllect, hld, use and disclse yur persnal infrmatin. It als sets ut hw yu can access the infrmatin we hld abut yu, hw t have it crrected and hw t cmplain where yu are nt satisfied with hw we have handled yur persnal infrmatin. Our full Privacy Plicy is available n ur website. Nucleus Wealth Financial Services Guide 1 st June 2018 Page 5 f 5
FINANCIAL SERVICES GUIDE
PART N: iinvest Securities Financial Services Guide (FSG) FINANCIAL SERVICES GUIDE DATED: Octber 2017 Cntents f this FSG This Financial Services Guide ( FSG ) is an imprtant dcument that iinvest Securities
FINANCIAL SERVICES GUIDE Adams Triglone, Gregory Thomas Adams, Judith Anne Constantine
FINANCIAL SERVICES GUIDE Adams Triglne, Gregry Thmas Adams, Judith Anne Cnstantine Date: 8 December 2016 This Financial Services Guide ( FSG ) is prvided by: Adams Triglne ABN 29 551 448 187 (Authrised
FINANCIAL SERVICES GUIDE (FSG)
FINANCIAL SERVICES GUIDE (FSG) Australian Financial Services Licensee: Grsvenr Pirie Management Limited ABN: 81 002 558 956 Australian Financial Services Licence Number: 238184. Effective Date: 1 st August
Pershing Financial Services Guide (FSG) including its Privacy Policy
Pershing Financial Services Guide (FSG) including its Privacy Plicy Issued by Pershing Securities Australia Pty Ltd ABN 60 136 184 962 Australian Financial Services License N. 338 264 Date FSG was prepared:
Peter and Rosa Weber are aged 47 and 45. An overview of their current situation is below.
OVERVIEW OF SMSF ADVICE PROCESS Case Study Je Sands, Senir Accuntant frm Sands Accunting Pty Ltd has had an initial discussin with Peter and Rsa Weber ver the phne and will be seeing them in a weeks time
What credit related information do we collect and hold and how do we collect it?
In this Credit Reprting Plicy, ORIX, we, us and ur mean ORIX Australia Crpratin Limited and ur related cmpanies. Thse related cmpanies may als have their wn privacy r credit reprting plicies which set
Financial Service Guide and Product Disclosure Statement
Financial Service Guide and Prduct Disclsure Statement ABN: 63 135 196 397 PO Bx 6290 Upper Mt Gravatt, Queensland 4122 Ph: 07 3040 4320 Fax: 07 3343 8590 Email: admin@integrapay.cm.au Australian Financial
Completing the identification form for Australian regulated trusts and trustees (including self-managed super funds)
Instructin sheet Cmpleting the identificatin frm fr Australian regulated trusts and trustees (including self-managed super funds) Identificatin and Verificatin All clients applying fr a new plicy must
IDENTIFICATION FORM AUSTRALIAN REGULATED TRUST (Including Self-Managed Super Funds)
AUSTRALIAN REGULATED TRUST (Including Self-Managed Super Funds) GUIDE TO COMPLETING THIS FORM This frm is fr nly. Australian Regulated Trusts include self-managed super funds, registered managed investment
Lifestream Guaranteed Income via Colonial First State FirstChoice Instruction sheet
Lifestream Guaranteed Incme via Clnial First State FirstChice Instructin sheet Cmpleting the identificatin frm fr Australian regulated trusts and trustees (including self-managed super funds) 21119/1115
LICENSEE STANDARDS. Life Insurance Advice. (including Replacement of Product Advice)
LICENSEE STANDARDS Life Insurance Advice (including Replacement f Prduct Advice) Versin 1.0 Octber 2017 0 OVERVIEW Advice relating t persnal risk insurance (bth attached t superannuatin and stand-alne)
Summit Asset Managers Limited
Irish Infrastructure Trust Privacy Ntice Intrductin This ntice sets ut details f hw and why Summit Asset Managers Limited, f Beresfrd Curt,, Dublin 1, Ireland, acting n behalf the Irish Infrastructure
Subject Access Requests
Subject Access Requests The Data Prtectin Act 1998 gives rights t individuals in respect f the persnal data that rganisatins hld abut them. One f thse rights is the right t get a cpy f the infrmatin that
Europa Group Privacy Policy
Eurpa Grup Privacy Plicy The privacy and security f yur persnal infrmatin is very imprtant t us (Eurpa Grup). This plicy explains hw we cllect and use yur persnal infrmatin. Please read it carefully. This
PRAEMIUM SMA SUPERANNUATION FUND ( Fund )
( Fund ) Trustee: Fund: The Trust Cmpany (Superannuatin) Limited, ABN: 49 006 421 638, AFSL: 235153 Fund ABN.: 75 703 857 864 RSEL N.: L0000635 Fund Registratin N.: R1074352 Address: Level 20 Address 357
Best Execution & Client Order Execution Policy. October P age 1 6. BE31/10/17 v1
Best Executin & Client Order Executin Plicy Octber 2017 BE31/10/17 v1 P age 1 6 Cntents 1. Backgrund... 3 2. Order placement... 3 3. Order executin factrs... 3 4. Order executin plicy... 3 5. Order executin
The kinds of personal information (including credit-related information) we collect, and the purposes for which we do that;
At Flexigrup it is imprtant t us that we manage yur persnal infrmatin securely and cnsistently with relevant legislatin, including the Privacy Act 1988 (Cth) ( Privacy Act ) as well as the Credit Reprting
Tenancy Application Form
Tenancy Applicatin Frm Applicatins will nly be prcessed nce this applicatin is fully cmpleted. Shuld the applicant fail t prvide the fllwing details the applicatin will nt be prcessed. If yur applicatin
TaxAid. Your Personal Tax Account Filing Your Tax Return
TaxAid Yur Persnal Tax Accunt Filing Yur Tax Return The Persnal Tax Accunt (PTA) Yur persnal tax accunt allws yu t manage yur tax affairs with HMRC nline. It can be used fr a number f purpses including:
POLICY OF INSURANCE. SMSF Trustee Administrative Penalties Insurance and SMSF Tax Audit Insurance Who we are
POLICY OF INSURANCE SMSF Trustee Administrative Penalties Insurance and SMSF Tax Audit Insurance Wh we are The Hllard Insurance Cmpany Pty Ltd (Hllard), ABN 78 090 584 473, is an Australian licensed insurer,
CAREVEST MORTGAGE INVESTMENT CORPORATION Directions for Completing Retraction Requests
This package is ONLY fr Class A sharehlders f. Cntents f this package (5 pages): - Instructins fr cmpleting yur retractin request - Retractin Request frm fr CareVest Mrtgage Investment Crpratin The February
Accord Group Privacy Policy
Accrd Grup (WA) Pty Ltd CERTIFIED PRACTISING ACCOUNTANTS ABN: 96 210 970 944 William Murray Huse 92 Wray Avenue FREMANTLE WA 6160 PO Bx 236 FREMANTLE WA 695 Email: accrdwa@accrdwa.cm.au Telephne: (08)
Privacy & Data Protection Policy
Privacy & Data Prtectin Plicy Whitby & District Fishing Industry Training Schl Limited and 54 Nrth Maritime Training ("Whitby Fishing Schl", WDFITS, 54 Nrth Maritime "we" r "us") are cmmitted t prmting
Privacy Policy. What information does Kaplan collect about you?
Privacy Plicy Abut this Privacy Plicy Kaplan Australia Pty Limited, its subsidiaries and affiliates (cllectively referred t as "Kaplan") appreciate that privacy is imprtant t yu. Kaplan is cmmitted t handling
BECCLES INDOOR BOWLS CLUB
. BECCLES INDOOR BOWLS CLUB PRIVACY NOTICE FOR OUR MEMBERS We are cmmitted t respecting yur privacy. This ntice is t explain hw we may use persnal infrmatin we cllect befre, during and after yur membership
AAFMAA CAP FAQs. Q: What are the requirements for a CAP loan? A: The following items are required to receive a CAP Loan: Eligible military status: o
Overview: AAFMAA has prvided Career Assistance Prgram ( CAP ) lans as a benefit f membership fr many years. We have cmpiled this list f Frequently Asked Questins fr yur cnvenience and t prvide yu with
A-1110 Wien. Privacy Notice
Eurfins Lebensmittelanalytik Tel. +43 (1) 944 33 44-0 ffice@eurfins.at www.eurfins.at Privacy Ntice Table f cntents 1 Cntrller infrmatin... 2 2 What infrmatin shuld yu give Eurfins?... 2 3 Why d we use
IDENTIFICATION FORM AUSTRALIAN COMPANY
AUSTRALIAN COMPANY GUIDE TO COMPLETING THIS FORM This frm is fr nly. Fr cmpanies incrprated r registered utside f Australia use the FOREIGN COMPANY IDENTIFICATION FORM. Cmplete ne frm fr each cmpany. Tax
AAFMAA CAP FAQs. General Questions:
Overview: AAFMAA has prvided Career Assistance Prgram ( CAP ) lans as a benefit f membership fr many years. We have cmpiled this list f Frequently Asked Questins fr yur cnvenience and t prvide yu with
Understanding Self Managed Superannuation Funds
Understanding Self Managed Superannuatin Funds Hw t read this dcument Managing yur finances t meet yur day t day requirements as well as yur lng-term gals can be a cmplex task. There are all srts f issues
DATA PROTECTION POLICY FOR PUPILS AND PARENTS
DATA PROTECTION POLICY FOR PUPILS AND PARENTS This Plicy is relevant t the whle schl including EYFS Cntents 1.0 Intrductin 2.0 Respnsibility fr data prtectin 3.0 Types f persnal data prcessed by the schl
Bicycle Motocross Australia Incorporated INTERNATIONAL COACH POLICY (BMX AND FREESTYLE)
Bicycle Mtcrss Australia Incrprated INTERNATIONAL COACH POLICY (BMX AND FREESTYLE) PREFACE BMX Australia receives a number f enquiries every year frm internatinal caches and riders frm verseas wishing
CORPORATE ONLINE BANKING SERVICE APPLICATION FORM(ENQUIRY ONLY) SECTION 1: ACCOUNT HOLDER S INFORMATION
BANK OF CHINA Singapre Branch www.bankfchina.cm/sg CORPORATE ONLINE BANKING SERVICE APPLICATION FORM(ENQUIRY ONLY) SECTION 1: ACCOUNT HOLDER S INFORMATION * f Accunt Hlder 1 *Mailing Address 1 Ntice Email
Air-Met Scientific Pty Ltd ACN Privacy Policy
Air-Met Scientific Pty Ltd ACN 006 849 949 Privacy Plicy 1 Abut this privacy plicy This dcument sets ut the plicy f Air-Met Scientific Pty Ltd (ACN 006 849 949) ( we, us r ur ) relating t the privacy f
Verifying Your Account & Identity
Verifying Yur Accunt & Identity Acceptable Identificatin Dcumentatin The Anti Mney Laundering and Cunter Terrrism Financing Act 2006, requires Luxbet t verify the identity f anyne wh pens a new wagering
Purpose... 1 Definitions... 1 Policy... 2
Cntents Purpse... 1 Definitins... 1 Plicy... 2 1. Privacy Principles... 2 2. Cllectin f infrmatin... 2 3. Unique Student Identifiers (USI)... 3 4. Strage and use f infrmatin... 4 5. Disclsure f infrmatin...
Privacy Notice for Applicants and Tenants
Privacy Ntice fr Applicants and Tenants What we need Scttish Brders Husing Assciatin (SBHA) will be a "cntrller" f the persnal infrmatin that yu prvide t us thrugh yur cmpleted Husing Applicatin Frm, and
James Ryan Thornhill Ltd Mortgages and Non-investment Protection
James Ryan Thrnhill Ltd Mrtgages and Nn-investment Prtectin Summary f Our Service Terms We are authrised and regulated by the Financial Cnduct Authrity (Firm Number 306095). We are permitted t advise n
The UK Register of Trusts 21 December 2017
The UK Register f Trusts 21 December 2017 If yu are a trustee f a UK resident trust r f a nn-resident trust which has UK assets r UK surce incme yu may need t take actin befre 5 January 2018. Backgrund
WELCOME. to The Orange Life! WORK, HOME and in the COMMUNITY. Benefits Orientation Guide for Permanent U.S. Part-Time Hourly Associates
WELCOME t The Orange Life!» WORK, HOME and in the COMMUNITY Benefits Orientatin Guide fr Permanent U.S. Part-Time Hurly Assciates We re glad yu decided t put n the range aprn and bring yur skills and knw-hw
The UK Register of Trusts 23 October 2017
The UK Register f Trusts 23 Octber 2017 If yu are a trustee f a UK resident trust r f a nn-resident trust which has UK assets r UK surce incme yu may need t take actin befre 5 December 2017. Backgrund
Steps toward Retirement
Steps tward Retirement Eligibility, Actin Steps, and Benefit Optins fr Faculty and Staff Nearing Retirement Eligibility fr Official University Retiree Status The fllwing jb types f the University are eligible
Please Note: It is your sole responsibility to review and understand your employer's policies
MICROSOFT RETAIL EXPERTZONE PROMOTION OFFICIAL RULES Please Nte: It is yur sle respnsibility t review and understand yur emplyer's plicies regarding yur eligibility t participate in trade prmtins such
Terms and Conditions 19 December 2018
Stck and Shares Lifetime ISA (Prperty Saver) Terms and Cnditins 19 December 2018 These Terms, tgether with the Applicatin Frm, frm a legal agreement between yu and us which sets ut hw the Lifetime ISA
Customer due diligence guide for clients
Custmer due diligence guide fr clients Nvember 2018 19499409 2 As a reprting entity under the Anti-Mney Laundering and Cuntering Financing f Terrrism Act 2009 (the AML/CFT Act), MinterEllisnRuddWatts has
VA Mortgage Lender License New Application Checklist (Company)
VA Mrtgage Lender License New Applicatin Checklist (Cmpany) CHECKLIST SECTIONS General Infrmatin License Fees Requirements Cmpleted in Requirements/Dcuments Upladed in Requirements Submitted Outside f
MD Collection Agency License Amendment Checklist (Company)
MD Cllectin Agency License Amendment Checklist (Cmpany) CHECKLIST SECTIONS General Infrmatin Amendments GENERAL INFORMATION Instructins Maryland Cmmissiner f Financial Regulatin (MD) Agency des nt require
A company is liable to UK corporation tax on all its profits and chargeable gains, whether made in the UK or elsewhere.
launchpad January 2014 crprate tax It may be sme years befre a start-up cmpany begins t make a prfit, but unfrtunately that des nt mean it can ignre tax issues. Even if tax is nt an issue n day ne f the
Chargeable Repairs Policy
Chargeable Repairs Plicy 2016-2019 Dcument cntrl Plicy apprval GDT, February 2016 Replacing/ updating Rechargeable Repairs Plicy 2012 Next review date February 2019 Authr Grup Directr Facilities and Asset
Client Categorisation
INTRODUCTION ATC BROKERS LIMITED ( ATC ) ensures that clients are apprpriately categrised, prir t ding business with them, in rder t ensure that regulatry prtectins are fcused n thse classes f client that
MD Sales Finance License Amendment Checklist (Company)
Amendment Checklist (Cmpany) CHECKLIST SECTIONS General Infrmatin Amendments GENERAL INFORMATION Instructins Maryland Cmmissiner f Financial Regulatin (MD) Agency des nt require advance ntice fr any changes;
1. Gifts of Cash (includes money, cheques and direct bank deposits)
Mnash University Prcedure Prcedure Title Parent Plicy Gift Acceptance Gift Receipting Prcedures (Australia) Gift Acceptance Plicy Date Effective Review Date Prcedure Owner Categry Operatinal Versin Number
PROFICIENCY STANDARD FOR APPROVED PERSONS SELLING EXCHANGE TRADED FUNDS ( ETFs )
MFDA POLICY NO. 8 PROFICIENCY STANDARD FOR APPROVED PERSONS SELLING EXCHANGE TRADED FUNDS ( ) Purpse Under Rule 1.2.3 (Educatin, Training and Experience), an Apprved Persn must nt perfrm an activity that
Main Phone #: ( ) - Secondary Phone # :( ) -
Patient Infrmatin Email: Male r Female: SS# - - DOB: / / Address: Main Phne #: ( ) - Secndary Phne # :( ) - (Circle One): Married Single Divrced Widwed Name f Spuse r Guardian: In Case f Emergency: Whm
NO LATE ENTRIES WILL BE ACCEPTED.
THE INSTITUTE OF ADMINISTRATION AND COMMERCE IAC SUMMATIVE ASSESSMENT INFORMATION T prve yur cmpetency and gain an IAC recgnized qualificatin is the final step in yur studies. T d this, yu need t successfully
Renewing an Insurance Policy
AGENTS, BROKERS Renewing an Insurance Plicy This renewal prcedure is designed t help representatives respect their bligatins when renewing an insurance plicy. Essentially, these bligatins are spelled ut
Checking and Savings Account Application
Checking and Savings Accunt Applicatin Please use the Checking and Savings Accunt Applicatin t: Open a FREE Checking r Dividend Checking and Opt-in r Out f DCU s Overdraft Payment Service including an
Handling Complaints at Lloyd s: Guidance for managing agents and their representatives
Cmplaints May 2017 Llyd s cmplaints Handling Cmplaints at Llyd s: Guidance fr managing agents and their representatives This guidance nte prvides a practical prcess fr handling UK cmplaints received frm
Standard Life Investments Global Equity Unconstrained Trust Product Disclosure Statement
Standard Life Investments Glbal Equity Uncnstrained Trust Prduct Disclsure Statement ARSN 614 785 367 APIR ETL0489AU Issue Date 28 September 2017 Abut this PDS This Prduct Disclsure Statement ( PDS ) has
PAYMENT BY CARD TERMS & CONDITIONS
PAYMENT BY CARD TERMS & CONDITIONS Versin 2.0 - June 2013 Effective frm 1 st June 2013 Issued n 1 st June 2013 Terms & Cnditins fr use f Credit/Debit card fr Payments (POS) Intrductin This Service is ffered
AusNet Electricity Services Pty Ltd. Information Sharing Protocol and Register
AusNet Electricity Services Pty Ltd Infrmatin Sharing Prtcl and Register 1 BACKGROUND This is AusNet Electricity Distributin Pty Ltd s ( DNSP s) infrmatin sharing prtcl, and infrmatin sharing register,
Summerlin Banyo. Terms and Conditions of Website Use. 1. Ownership of Website
Summerlin Bany Terms and Cnditins f Website Use 1. Ownership f Website This Website is wned and perated by DFC (Prject Management) Pty Ltd ACN 161 448 139. In these terms and cnditins (Website Terms),
Training course and online qualification bookings Updated June 2018
Terms and cnditins Training curse and nline qualificatin bkings Updated June 2018 Terms and cnditins fr training curse and nline qualificatins 1. Definitins and Interpretatin 1.1. The fllwing definitins
VOLUNTEER REGISTRATION FORM
VOLUNTEER REGISTRATION FORM Office Use Only Prgram: Site: Day(s): Time: Name Email: Phne Number (cell) (hme) (Wrk) Address Birth date What is yur current ccupatin? Are yu r have yu ever been a member f
MIFID Policy Client classification
MIFID Plicy Client classificatin Page 1 f 8 Cntents 1. Intrductin... 3 2. Purpse... 3 3. Client Classificatin... 5 a) Eligible cunterparties... 5 b) Prfessinal clients... 6 c) Retail clients... 8 d) Classificatin
address: Driver license number: Date of birth: Occupation:
MEMBERSHIP APPLICATION PRIMARY MEMBER INFORMATION Name: Scial security Member Number: Hme phne: Cell phne: Business phne: Mther s Maiden Name: Security passwrd: Mailing address: City: State: ZIP Cde: Street
RECRUITMENT & SELECTION PRIVACY NOTICE May 2018
This ntice explains hw Biffa cllects and uses persnal data during the recruitment and selectin prcess. The Table at the end f this ntice prvides an verview f the persnal data that we cllect, the purpses
RENEW DERMATOLOGY NOTICE OF PRIVACY PRACTICES
RENEW DERMATOLOGY NOTICE OF PRACTICES Effective Date: September 21, 2013 THIS NOTICE DESCRIBES HOW MEDICAL INFORMATION ABOUT YOU MAY BE USED AND DISCLOSED AND HOW YOU CAN GET ACCESS TO THIS INFORMATION.
Ramsey Million Partnership
Ramsey Millin Partnership General Pints GUIDANCE FOR APPLICATIONS FOR FUNDING GENERAL GRANTS POT 2019 (i) Opening Statement Yur grant applicatin must meet the criteria as established by the Big Lcal and
St. Paul s Lutheran Grade School Tuition Agreement Form
St. Paul s Lutheran Grade Schl Tuitin Agreement Frm Schl Year: 2017-2018 2017-18 tuitin schedule is listed n the bttm f this dcument. St. Paul s Lutheran Grade Schl strives t prvide an envirnment cnducive
NOTICE OF DATA BREACH
April 18, 2017 «First_Name» «Last_Name» «Hme_Address_1» «Hme_Address_2» «Hme_City», «Hme_State» «Hme_Zip» «Hme_Cuntry» Dear «First_Name» «Last_Name»: NOTICE OF DATA BREACH We are writing t fllw up n an
Objectives of the review. Context. February 2015
Review f the peratin f the Financial Advisers Act 2008 and Financial Service Prviders (Registratin and Dispute Reslutin) Act 2008 Terms f Reference February 2015 Objectives f the review The bjectives f
SMSF Advisers Network Pty Ltd Compliance Manual COMPLIANCE MANUAL. Dated: 01/07/2016. Version 3.0. SMSF Advisers Network Pty Ltd
SMSF Advisers Netwrk Pty Ltd COMPLIANCE MANUAL Dated: 01/07/2016 Versin 3.0 SMSF Advisers Netwrk Pty Ltd Intrductin Cngratulatins n becming an Authrised Representative (AR) f SMSF Advisers Netwrk Pty Ltd
PSNC Briefing on the NHS Complaints procedure (from 1 April 2009)
PSNC Briefing n the NHS Cmplaints prcedure (frm 1 April 2009) Under the prvisins f the Natinal Health Service (Pharmaceutical Services) Regulatins 2005 1 pharmacy cntractrs are required t make arrangements
CONSENT FOR TREATMENT
Thank yu fr chsing 2 nd Street Dental, LLC as yur dental prvider. We are cmmitted t yur treatment being successful. Please understand that payment f yur fees is cnsidered part f yur treatments. The fllwing
SNAKK MEDIA LIMITED FINANCIAL PRODUCTS TRADING POLICY AND GUIDELINES
SNAKK MEDIA LIMITED FINANCIAL PRODUCTS TRADING POLICY AND GUIDELINES Date adpted: 5 Nvember 2015 Versin: 1 1 SCOPE OF POLICY FINANCIAL PRODUCTS TRADING POLICY AND GUIDELINES This plicy applies t all directrs,
You can get help from government organizations that are not connected with us
2011 Evidence f Cverage fr Medi-Pak Advantage MA (PFFS) Chapter 9: What t d if yu have a prblem r cmplaint (cverage decisins, appeals, cmplaints) BACKGROUND SECTION 1 Intrductin Sectin 1.1 What t d if
Insulet Corp. Securities Litigation
Page 1 f 8 ELECTRONIC FILING INSTRUCTIONS Insulet Crp. Securities Litigatin READ THESE INSTRUCTIONS CAREFULLY AND IN THE ENTIRETY. YOU MUST COMPLY. Part I - Overview Electrnic claim submissin is available
Triodos Bank. UK Recruitment Privacy Statement
Trids Bank. UK Recruitment Privacy Statement The Trids Bank UK (TBUK) recruitment Privacy Statement prvides transparency n hw yur persnal data will be cllected and used during the recruitment and selectin
Your Retirement Guide. Employees
Yur Retirement Guide Emplyees Retirement is a big step. Over the next few weeks and mnths yu ll be asked t make many imprtant decisins abut yur New Yrk Life benefits and yur financial security. This easy-t-use
How to complete the BCU (UKCC) Level 2 Assessment Portfolio A Guide for Candidates
Hw t cmplete the BCU (UKCC) Level 2 Assessment Prtfli A Guide fr Candidates Intrductin T cmplete yur UKCC Level 2 Assessment yu must successfully pass all the assessment tasks as utlined in the Assessment
Sewer Blockage Procedure
Sewer Blckage Prcedure I N F O R M A T I O N F O R P L U M B E R S J U N E 2 0 1 7 When a blckage is identified in the sewer Huse Cnnectin Branch (HCB) we will review the issue and in sme circumstances:
DATA PROTECTION POLICY: PUPILS AND PARENTS
DATA PROTECTION POLICY: PUPILS AND PARENTS 1 Abut this Plicy The privacy f ur pupils and parents is very imprtant t the schl and we have taken steps t prtect it. This plicy explains hw we use (r "prcess")
Non-Regulated Activities. Application Guidelines
Nn-Regulated Activities Applicatin Guidelines TABLE OF CONTENTS 1 INTRODUCTION 03 The Qatar Financial Centre (QFC) 03 Permitted Activities within the QFC 03 Wh are these guidelines fr? 04 2 WHAT ARE NON-REGULATED
HOW WE MAY USE AND DISCLOSE MEDICAL INFORMATION ABOUT YOU
January 1, 2014: NOTICE OF PRIVACY PRACTICES THIS NOTICE DESCRIBES HOW YOUR MEDICAL INFORMATION MAY BE USED AND DISCLOSED AND HOW YOU CAN GET ACCESS TO THIS INFORMATION. PLEASE REVIEW IT CAREFULLY. Centre
Product Disclosure Statement (and Terms and Conditions) for the 'VascoPay' Visa Prepaid Card
Prduct Disclsure Statement (and Terms and Cnditins) fr the 'VascPay' Visa Prepaid Card Dated: 01 July 2016 INTRODUCTION Abut this Prduct Disclsure Statement This Prduct Disclsure Statement ("PDS") has
LSI Securities Litigation
Page 1 f 8 ELECTRONIC FILING INSTRUCTIONS I. Imprtant Ntes PLEASE READ In additin t these instructins, please review the details set frth in the claim frm and ntice prir t submitting claims. Electrnic
APPLICATION FORM PROFESSIONAL PROJECT ASSISTANCE BOOK PUBLISHERS
RETURN TO: British Clumbia Arts Cuncil 20-010 Mailing Address: Street Address: Bx 9819, Stn Prv Gvt 800 Jhnsn Street, 2nd Flr Victria, BC V8W 9W3 Victria, BC V8W 1N3 Telephne: (250) 356-1718 E-mail: bcartscuncil@gv.bc.ca
RISK MANAGEMENT AND BUSINESS CONTINUANCE A FAIS Standard. An AC Guidance Note. July 2010
RISK MANAGEMENT AND BUSINESS CONTINUANCE A FAIS Standard An AC Guidance Nte July 2010 Risk Management and Business Cntinuance - A FAIS standard The General Cde f cnduct deals in a number f ways with the
This Privacy Notice applies to La Prairie employees, applicants and, where applicable, to contractors who provide services to La Prairie.
EMPLOYEE PRIVACY NOTICE Last updated 24 May, 2018. What des this ntice cver? References in this Privacy Ntice t La Prairie, we r us shall mean the La Prairie grup cmpany t which yu are applying r by which
Personal accident claim form
Persnal accident claim frm Guidance ntes: Please arrange t return the fully cmpleted frm either by: Pst: Ftball PA Claims Team, Wdgate & Clark Ltd, The Red Huse, King Street, West Malling, Kent ME19 6QT
FAQS ON DEBT CONSOLIDATION PLAN
1. What is Debt Cnslidatin Plan (DCP)? Debt Cnslidatin is a debt refinancing prgram which ffers a custmer the ptin t cnslidate all his unsecured credit facilities (such as credit cards and sme types f
Summit Financial Group, Inc. Form ADV Part 2A Firm Brochure
Item 1 Cver Page Summit Financial Grup, Inc. Frm ADV Part 2A Firm Brchure 595 Suth Federal Highway Suite 500 Bca Ratn, FL 33432 Tll Free: (800) 226 2660 Fax: (561) 338 2820 www.summitbrkerage.cm June 22,
Guidelines for submission to the NSW Population and Health Services Research Ethics Committee. Version June 2015
Guidelines fr submissin t the NSW Ppulatin and Health Services Research Versin 3.0 18 June 2015 Cntents Sectin 1: Intrductin... 3 Sectin 2: Research Gvernance... 4 Sectin 3: Submissins t the NSW PHSREC...
This financial planning agreement (the Agreement ) is made on this date: between the undersigned party, whose mailing address is
F I N A N C I A L P L A N N I N G A G R E E M E N T This financial planning agreement (the Agreement ) is made n this date: between the undersigned party, CLIENT(s): whse mailing address is (hereinafter
PRODUCT HIGHLIGHTS SHEET
Prepared n: 03/07/18 This Prduct Highlights Sheet is an imprtant dcument. It highlights the key terms and risks f the Aberdeen Glbal Australian Dllar Incme Bnd Fund (the Fund ) and cmplements the Singapre
Producer Statements will be accepted only in accordance with this policy.
Prducer Statements Plicy This plicy has been prepared t ensure that Cuncil has clearly dcumented plicies and prcedures fr the request fr and acceptance f Prducer Statements in cnnectin with applicatins
Benefits Enrollment Site user s guide
Benefits Enrllment Site user s guide Befre yu begin The Stryker Benefits Enrllment Site is an nline system that yu can access frm any cmputer all yu need is an internet cnnectin and a cmpatible internet
KEY PRODUCT INFORMATION DOCUMENT CONTRACT FOR DIFFERENCES (CFD) ON FX PAIRS - SPOT
KEY PRODUCT INFORMATION DOCUMENT CONTRACT FOR DIFFERENCES (CFD) ON FX PAIRS - SPOT This is nt a marketing material. This dcument prvides yu with key infrmatin abut this prduct grup. The purpse f this infrmatin
404a-5 Disclosures: What now? What next? Sunday, April 28, Bruce Ashton, Esq. Drinker Biddle & Reath LLP
404a-5 Disclsures: What nw? What next? Sunday, April 28, 2013 Bruce Ashtn, Esq. Drinker Biddle & Reath LLP Agenda Review f the requirements Wh is respnsible fr reprting what, and when What must be disclsed