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Foundations
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Disclosure & Business Documents

The preparation of important disclosures and business documents is something your business cannot afford to do without great care. GRC Essentials is here to make your job easier by providing you with the tools and expertise to carry out this critical work through our team of professional consultants who can  work with you to prepare various disclosure documents and facilitate the due diligence process. 

Prepared documents include:

  •     Information Memorandum
  •     Product Disclosure Documents
  •     Financial Service Guide
  •     Prospectus (Long and Short Form)
  •     Eligible Advice Document Templates e.g. Record of Advice and Statement of Advice
  •     Conflict Disclosure Statements
  •     Client Mandates

 

For more information on our disclosure and business document capabilities, kindly give us a call or send us an e-mail.