Resources

Downloads

Guides and forms, as and when we have something genuinely worth giving you.

Nothing to download yet

We would rather show you an empty shelf than pad it. There is no downloadable material here yet; when there is, it will be listed on this page with the date it was last reviewed.

Anything we publish here will be informational — an explainer, a checklist, a form. It will never be an incentive. As an AMFI-registered distributor we are not permitted to offer gifts, cashback, vouchers or rebates to attract investment, and we would not want to: a decision made for a voucher is a decision made for the wrong reason.

The official scheme documents you actually need — the SID, SAI and KIM — come from the fund house itself, and we will always point you to those rather than host our own copy.

If there is something specific you need, ask us and we will send it.