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WealthSelect

We offer literature and support at every stage on your investment journey on WealthSelect. Please use the links on the left to browse through the full range of WealthSelect literature or take a look at the key client and adviser guides below.

Managed portfolio service adviser guide

An in-depth guide to the Managed Portfolio Service, explaining how portfolios are constructed, how risk is managed, who is involved in the service and how to invest.

Managed portfolio service client guide 

A comprehensive client guide to the Managed Portfolio Service, including your role as the adviser, how their portfolio is constructed and managed, and who is involved.

Researched fund range adviser guide

A detailed guide about how funds are selected for WealthSelect and the ongoing monitoring and governance process undertaken for every WealthSelect fund.

Financial Adviser Verification