Resources
Client documents
The key documents for working with WE Private. If anything here is unclear, call us on 1300 459 101 and we’ll walk you through it.
Financial Services Guide
Who we are, the services we provide, how we’re paid and how to make a complaint. Read this before you receive advice from us.
Privacy policy
How we collect, hold, use and protect your personal information under the Privacy Act 1988.
Wholesale client application
For clients who meet a wholesale investor test and choose to be treated as a wholesale client. Please read our wholesale investor guide first, and talk to us before signing.
Your account information
The details we need to open your accounts and verify your identity. We’ll send this to you securely once you become a client.
