Application forms

This page contains important forms and documents for Midwinter’s Reasonable Basis and Client Manager. If you need additional help please feel free to contact us on 1300 882 938.

Midwinter’s Client Manager (CRM) – application pack

Applications require this form below to be filled out completely.

Application form

Midwinter’s Client Manager – useful documents

Getting started with Client Manager

Acceptable Use Policy

End User License Agreement (EULA)

Third Party Terms

Midwinter’s Reasonable Basis – application pack

Application form

End User License Agreement (EULA)

Midwinter’s Reasonable Basis – useful documents

Full product brochure

Adviser testimonials

Automatic updates – requirements for use

Investment and Gearing FAQ

Midwinter’s recontribution strategy – a step by step guide

Midwinter’s AdviserTECH CPD – application forms

User application form

Dealer group settings form

Terms and conditions

Limited Advice Fact Finds

Superannuation switching fact find

Transition to retirement fact find

Insurance fact find

Product Research

Full list of superannuation, pension and insurance products within FundsBase

List of products added to Australia’s largest product database in the last release

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