Adviser Resources

Quick Reference Guide for Advisers


Performance, Fees and Fund Allocation Calculator - December 2019


New Adviser Registration

Dealer Group Registration

Regular Savings Plan 

Regular Payment Plan

Nominated Bank Account 

Change in Client Details


ifsinvest Service Guide – combined IDPS Guide and Product Disclosure Statement (PDS)

ifsinvest Model Portfolio Guide

ifsinvest Financial Services Guide (FSG)


In addition to the ifsinvest Disclosure Documents, you should also read the PDS relating to the specific investments you are considering through ifsinvest. These PDS’ are available through the Secure Portal once your account is set up.