Our Disclosure Toolkits focus on more than 500 content requirements for preparing key disclosure documents under the FSR regime. We understand that your business may focus on certain financial products, so we have designed our Toolkits for individual financial products. We have developed separate Toolkits for each of the following products:

Our complete range of Disclosure Toolkits includes checklists for the following, where relevant to that particular product:

The Distribution Toolkit has been specifically prepared for financial advice licensees and other intermediaries and includes checklists for a Financial Services Guide (FSG), Statement of Advice (SOA), Record of Advice (ROA), calculator, promotions, Fee Disclosure Statement (FDS).

The electronic checklists are a practical tool for checking that your key disclosure documents comply with the requirements. Each checklist is prepared in an electronic tick-a-box format to assist in your due diligence process. The checklists are also a great knowledge management tool for product issuers and others preparing disclosure documents, because they contain links to the relevant source materials. 

Contact and pricing

Sample 1 and Sample 2 of a selection from our checklists are available online.

For pricing details and to order a copy a Minter Ellison Disclosure Toolkits, please complete and return our Disclosure Toolkit order form. We offer generous discounts if you purchase multiple Toolkits and for previous purchasers of the immediately prior version.