Disclosure Documents

We support financial services and credit-related businesses across all sectors in drafting and reviewing different types of disclosure documents.

Overview

Different types of financial services and credit-related businesses, depending on the services they provide, the types of clients they service and the way they run their business, are either required to distribute certain types of disclosure documents or choose to distribute particular disclosure documents.

Our financial services lawyers have in depth expertise assisting financial services and credit-related businesses across all sectors in drafting and reviewing disclosure documents that are either required to be distributed or chosen to be distributed. These disclosure documents include Product Disclosure Statements, Target Market Determinations, Information Memorandum, Fact Sheets and Sustainability Disclosures.

Disclosure documents may be subject to strict laws and regulations that require precision and critique in development and distribution for which our financial services lawyers have a wealth of experience dealing with, and ensure that the process is simplified and stress-free, while maintaining affordable fixed-fee pricing.

Types of Disclosure Documents We Assist With

Product Disclosure Statements (PDSs)
Information Memorandums (IMs)
Target Market Determinations (TMDs)
Credit Guides (CGs), Credit Proposal Disclosure Documents (CPDDs) & Credit Quotes (CQs).
Fund Fact Sheets & Reports
Sustainability Statements
Investor Communications

Related Industries

Funds Management

Venture Capital

Wealth Management

Crypto Assets

FinTech

Mortgage Broking & Management

Lending

Debt Management

Real Estate

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Testimonials

We highly recommend Dario to anyone needing assistance navigating the requirements and the complexities of obtaining an Australian Credit Licence. Dario made an overwhelming experience seamless and stress-free. A BIG thank you to Dario and the entire team at Adria Group.

Bmoney Finance Bora Tuncoglu

Adria Group provided us with professional services to assist us in achieving our own AFSL and exceeded expectations. After seeing the value Adria Group provided to us, we would confidently say we would not have been able to succeed without them.

Redwood Financial Planning Ryan Humphries

Adria Group professionally and efficiently guided me to what I need legally in starting my own small business. They made the complex process simple and easy to understand and allowed for us to getting operating quicker. I would not be going anywhere else for future needs.

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