The Capital Partners team is delighted to be welcoming you into our family. We are looking forward to meeting with you and embarking on this new relationship together.

On this page, you will find a number of key resources that will assist you in transitioning smoothly to our firm.

Please feel free to reach out and discuss any questions you may have with our team directly.


Resources for you


  1. You can access a copy of our Financial Services Guide here.
  2. You can access our Privacy Policy here.
  3. You can access our Terms and Conditions here.
  4. You can access your PDS documents here.


Please find answers to some of the most frequently asked questions regarding the transition below.

We are here for you
Have a question? Please reach out!

We understand you may still have many questions. Please feel free to submit the form below or contact us directly.
We look forward to welcoming you into our Capital Partners family.

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