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
Latest Insights
New AFSL Exemptions for Foreign Financial Service Providers in Australia
AFSL Requirements for Crypto Exchanges in 2026
AFSL Crypto Requirements and ASIC’s Info Sheet 225
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.
"Adria Group provided us with professional services to assist us in achieving our own AFSL and to say Adria Group exceeded expectations would be an understatement. After seeing the value Adria Group provided to us, we would confidently say we would not have been able to succeed without them."
Contact Us Today.
Receive a response within one business day.
Our Details:
- [email protected]
- 1800 955 816
- 388 George Street, Sydney NSW 2000
Do you need expert compliance or legal support? We got you covered.
Book a free consultation or give us a call.