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Resource Hub

Resources, research and tools for the industry

What's here

Everything the industry needs in one place

Access a range of FSC resources, templates and industry tools designed to support compliance, governance and operational best practice across the financial services sector.
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RESOURCE HUB

Document library

Form DDO Complaints Reporting Example v1.4 (not for use)
Members only Investment Management
Form DDO Dealings Submission Template
Members only Investment Management
Form Schedule 11: US Tax Status Declaration Form – Individuals
Members only Taxation & Economics
Form Schedule 5: Unregulated Australian Trusts & Foreign Trusts
Members only Legal & Governance
Form FSC template TMD for funds, version 1.0
Members only Investment Management
Form Schedule 2: Australian Companies
Members only Legal & Governance