Essential information about our disclosure documents.
Understanding Our Regulatory Obligations
Wellcamp Private Wealth is committed to providing clear, concise, and transparent disclosure documents that meet regulatory requirements and inform your financial decisions.
Our disclosure documents outline key terms, conditions, risks, and fees associated with our services. These documents are provided to help you make informed decisions while ensuring compliance with Australian financial regulations.
Financial Services
Guide (FSG)
The Financial Services Guide (FSG) is a critical document that explains the financial services offered by Wellcamp Private Wealth. It outlines our obligations, fees, and how we handle complaints.
The FSG is designed to help you understand the nature of our advice and services, empowering you to make informed decisions about working with us.
Key sections of our FSG include:
- Our services and products
- Fee structures and costs
- Your rights and how we handle disputes
Product Disclosure
Statements (PDS)
Product Disclosure Statements (PDS) provide detailed information about specific financial products offered by Wellcamp Private Wealth. These documents are essential in understanding the risks, benefits, and costs of each product.
The PDS helps you assess whether a particular product aligns with your financial goals. It includes sections such as:
- Product features and benefits
- Potential risks and drawbacks
- Fees, charges, and other costs
We encourage all clients to review the PDS carefully before making any investment or financial commitment.
Target Market
Determinations (TMDs)
Target Market Determinations (TMDs) describe the intended target market for specific financial products, ensuring that products are offered to those they are suitable for.
At Wellcamp Private Wealth, we prioritise client suitability and compliance with Australia’s design and distribution obligations. Our TMDs outline:
- The types of clients the product is appropriate for
- Conditions for product distribution
- Processes for regular review and compliance
Reviewing our TMDs ensures you have clarity about which products are most relevant to your needs.
Managing Your Wealth Should Not Be a Challenge
The perfect solution is out there, and it is our job to help you find it.