Disclosures
Legal disclosures for the Sharesies platform, including IDPS Guide, Financial Services Guide, Target Market Determination, Collection Notice, and Privacy Statement.
IDPS Guide
The Investor Directed Portfolio Service (IDPS) Guide explains how the Sharesies platform works, including the features, benefits, and key risks of using Sharesies to invest.
It helps you understand the services offered, and decide whether they’re right for you.
This Supplementary Investor Directed Portfolio Service (SIDPS) Guide amends our IDPS Guide dated 1 April 2024 to add fast payments as a top-up and withdrawal method. This includes enabling PayID® for topping up your Sharesies Wallet.
Financial Services Guide
The Financial Services Guide provides you with information about Sharesies Australia Limited and what services and products are offered.
Target Market Determination
The Target Market Determination sets out who’s most likely to be suited to Sharesies based on their likely needs and objectives, and the product’s key attributes.
It helps you understand whether the Sharesies product has been designed for people like you (the target market) before you make a decision to join.
Privacy Statement
The Privacy Statement outlines how and why your personal information is collected, used, and handled, and the types of organisations your information is shared with (including those located overseas).
It also explains how you can request access to, or a correction of, the information held about you, as well as how you can make a complaint about how your personal information is handled.
Collection Notice
The Collection Notice describes how we collect, hold, use, and share the personal information you share with us across the Sharesies mobile and web app.
Non-Advised Investor Policy
Sharesies is a non-advised, Investor Directed Portfolio Service (IDPS). The Non-Advised Investor Policy outlines how investors interact with us and use Sharesies without an Adviser.
Investor Monies & Investments Holding Policy
The Investor Monies & Investments Holding Policy explains that we hold your money and investments in 'pooled' accounts with other investors.
Voting & Corporate Actions Policy
The Voting & Corporate Actions Policy outlines how we approach mandatory and voluntary corporate actions for the investments you hold through Sharesies.