Assetly is building an innovative ecosystem of financial products and services, with plans to deliver a world class user experience. While our initial focus is on the Australian superannuation industry, we have ambitious plans to scale internationally, delivering our innovative investment platform and accounting solutions to markets around the world.

We are delighted you've chosen Assetly to join you on your journey to financial freedom with our multiple sector specific solutions. Before you begin utilising our services, we will determine which of our entities is best positioned to serve your needs effectively.

During onboarding, we'll request information about you personally, your investment structure, or your business. For example, if your Self-Managed Super Fund (SMSF), or business is based in Australia, you'll typically be onboarded through our Australian based legal entity.

Once we've established the appropriate entity, the relevant jurisdiction-specific terms and conditions will apply to your relationship with us. You may be prompted to review and formally accept these terms again to ensure clarity and compliance with local regulations.

Our priority is ensuring your onboarding experience is seamless and efficient. If you choose not to complete the onboarding process or if, for any reason, we cannot proceed with onboarding, we will securely remove your account and all provided information from our systems, except where retention is required by applicable laws or regulations.

Once you have signed up, if you have any questions or require assistance at any point, please don't hesitate to send us a private message through the Assetly Chatbot and we will endeavour to resolve your request in a timely manner.

We look forward to working with you to build your wealth.