FPWS, SMA, IMA, Wealth Creation separately managed accounts

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How to Invest

How to invest?

Please complete the following steps to proceed with an investment in Financial Prosperity Wealth Solutions (FPWS) Managed Account Service.

1. Read PDS Parts A and B

Before investing please read and understand both Part A and Part B of this PDS. You may wish to see a financial adviser to discuss the suitability of this product for you and help you structure your investment and complete the necessary paperwork.

2. Complete and sign the relevant sections of the application form

Download PDS

Please register and download the PDS A and relevant PDS B from this site.

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