You can view or download the OneVue documents you need by clicking the links below.  These are PDF documents that will open in a new window.

OneVue UMA Service Guide

• Introduction to OneVue UMA (PDF, 329KB)
• OneVue Separately Managed Account PDS - Part A (PDF, 404KB)
• OneVue Separately Managed Account PDS - Part B (PDF, 548KB)
• OneVue UMA Other Assets & Liabilities service - Part C (PDF, 316KB)
• OneVue UMA Managed Funds Wrap - Part D - IDPS Guide (PDF 309)
• OneVue UMA Application Form (PDF, 423KB)

OPTIONAL

• OneStepSMSF Service Guide  (PDF, 219 KB)
• Desktop Broker Application Form (PDF, 425KB) and Desktop Broker Financial Services Guide (PDF, 101KB)
• Macquarie Cash Management Account Product Information Statement (PDF, 941KB)
• Macquarie Cash Management Account Application Form (PDF, 390KB)
• Term Deposit Hub Application Form (PDF, 115KB)

Other UMA Forms

• OneVue UMA Authority to Provide Information (PDF, 92KB)
• Macquarie CMA Withdrawal Authority (PDF, 84KB)
• Macquarie Cash Nomination Form (PDF, 242KB)

Identification Forms

• Financial Services Council ID form for Trusts (PDF, 152KB)
• Financial Services Council ID form for Individuals (PDF, 306KB)
• Financial Services Council ID form for Companies (PDF, 192KB)
• Financial Services Council ID form for Partnerships (PDF, 77KB)
• Financial Services Council ID form for Associations (PDF, 78KB)
• Financial Services Council ID form for Government Bodies (PDF, 59KB)

Need help?

• Phone us on 1300 790 235 between 8.30 am and 5.30 pm (Sydney time).
• Email us.

We are here to help.

Disclaimer 
The information in this document is general information only that has been prepared without taking into account any individual’s objectives, financial situation or needs. Before acting on this information you should read and consider the relevant offer documents found here.

The OneVue UMA Other Assets & Liabilities Service, SMA and Wrap Service are issued and operated by OneVue Limited ABN 18 072 262 312, AFSL 245525. The OneVue term deposit hub is provided by Australian Money Market Pty Ltd under the AFS licence of DDH Graham Limited ABN 28 010 638 219 AFSL 226319. OneStepSUPER is issued by CCSL Limited, ABN 51 104 967 964, AFSL 287084.