Website terms

Website policies, service boundaries and the records to check before using a financial service.

Purpose of the website

Use the website to read educational articles, explore worked examples, review services and submit contact requests. Preview labels identify material prepared for evaluation before launch.

Enquiries and accounts

A submitted form creates an enquiry. Account opening, manager mandates and partner agreements require a separate process and written terms identifying the legal party, fees and scope.

Content and external links

Examples are provided for learning. Republishing text and artwork requires the rights holder’s permission. External services operate under their own terms.

Corrections and questions

Submit a page link and the proposed correction through the legal enquiry form. A final client agreement applies when operational services are enabled.

Submit an enquiry or complaint