Client Disclosure Documents

• Patersons Financial Services Guide

• Patersons East Perth Financial Services Guide

• Patersons Share Trading Terms and Conditions

• Patersons Privacy Policy

• Pershing Disclosure Statement

• Pershing Financial Services Guide

• Pershing Privacy Policy and Client Statement

• Direct Debit Terms and Conditions

• International Securities Service Terms and Conditions

• Patersons Acceptable Forms of ID

• BNY Mellon Privacy Policy

• Patersons Best Execution Policy

• Sponsorship Agreement Terms and Conditions