WORKFLOW01SEARCH
Search and filter
Search across providers and product types. Use filters for life, TPD, income protection, super and pension products.
ACTIVEPDS & TMD ADMIN, REDUCED TO 5 MINUTES
A FASTER WAY TO FIND, CHECK & DOCUMENT PDS & TMDs.
Fund Fetch centralises Product Disclosure Statements and Target Market Determinations so Australian advisers can research, compare and evidence advice in minutes.
SECURE ACCESS
AUDIT-READY
20+ PROVIDERS
TRUSTED BY ADVISERS USING
WORKFLOW
DESIGNED AROUND ADVICE WORKFLOWS.
Built specifically for the way advisers actually work. Find, shortlist, and document product research in minutes, not hours, without jumping between provider sites.
02SELECT
Build your selection
Add PDS and TMDs to your selection. Keep relevant product details together.
03EXPORT
Copy for your records
Copy a clean, tab-delimited table directly into your SOA, ROA or file notes. Download previous archived effective dates.
FEATURES
BUILT FOR AUSTRALIAN ADVICE PRACTICES.
Purpose-built for Australian advisers and compliance expectations. Access current and historical PDS/TMDs from providers nationwide, with links, bulk downloads, and favourites to keep your research fast and audit-ready.
01Get direct document links
02See archive history of any PDS/TMD from previous effective dates.
03Save favourites for quick access anytime
04Explore through the massive range of PDS and TMDs from providers across Australia.
05Bulk download all documents from table
AI INTEGRATION · MCP SERVER
BRING PDS & TMD RESEARCH INTO YOUR AI CHAT.
FundFetch ships a hosted Model Context Protocol server. Connect it once and search the library, pull document content, and lift your favourites straight from Claude, ChatGPT or Microsoft Copilot, without switching tabs.
WEB · DESKTOP · MOBILE
Claude
Paste your FundFetch MCP URL once on the web, works across Claude desktop and mobile after that.
SETUPSettings → Connectors → Add custom connector
PLUS · PRO · TEAM
ChatGPT
Drop the MCP URL into the connector setup. Search the PDS/TMD library straight from chat.
SETUPSettings → Apps & Connectors → Add new connector
ADMIN-PUBLISHED
Microsoft 365 Copilot
An admin builds an agent around the FundFetch MCP, then publishes it to your tenant. Not self-serve.
SETUPCopilot Studio → Add Action → MCP Server
FOR LICENSED AUSTRALIAN ADVISERS ONLY
GET YOUR MCP URLGet your personal MCP connection URL, then paste it into the connector flow of your AI app.
500+PDS & TMD documents indexed
23Australian providers covered
<5 minAverage research time per client
DailyDocument sync frequency
SOCIAL PROOF
TRUSTED BY ADVICE PRACTICES ACROSS AUSTRALIA.
We used to spend 20 minutes per client just hunting down PDS documents across provider websites. Fund Fetch cut that to under 5. The tab-delimited export straight into our file notes is a game changer for SOA prep.
Our compliance team flagged us twice for referencing outdated PDS versions. Since switching to Fund Fetch, we have access to archived effective datesand always know we're pulling the current document. No more second-guessing.
I cover life, TPD, income protection and super across multiple providers. Being able to filter by product type and bulk download everything in one go has genuinely changed how I prepare advice documents.
WHO IT'S FOR
BUILT FOR EVERY STAGE OF THE ADVICE PROCESS.
Statements of Advice
Pull current PDS references for every product recommendation. Copy structured data directly into your SOA documentation with correct effective dates and version numbers.
Audit-ready file notes
Maintain a clear record of which PDS and TMD versions you relied on. Access archived documents to demonstrate compliance at the point of advice.
Provider comparisons
Compare PDS documents across 23 providers without visiting individual websites. Filter by life insurance, TPD, income protection, superannuation and pension products.
Client review prep
Quickly check whether PDS documents have been updated since your last review. Use favourites to track products your clients hold and spot changes at a glance.
LEARN
PDS & TMD RESOURCES FOR ADVISERS.
Guides, explainers and compliance insights to help Australian financial advisers navigate product disclosure requirements.
GUIDE
What is a Product Disclosure Statement (PDS)?
A Product Disclosure Statement is a legal document that financial product issuers must provide to consumers. It outlines the key features, fees, risks, and benefits of a financial product. Understanding PDS requirements is essential for every Australian financial adviser.
READ MOREGUIDEFEB 2026
Target Market Determinations explained
Since October 2021, product issuers must publish a Target Market Determination for every financial product. TMDs describe who the product is designed for, distribution conditions, and review triggers. Here's what advisers need to know.
READ MORECOMPLIANCE
PDS vs TMD: what's the difference?
Both documents are required under Australian financial services law, but they serve different purposes. A PDS informs the consumer about the product. A TMD defines who the product is appropriate for. Knowing when to reference each is critical for compliant advice.
READ MOREWORKFLOW
How to document PDS references in your SOA
ASIC expects advisers to clearly reference the PDS version they relied on when preparing a Statement of Advice. This guide covers best practices for documenting product disclosures, including effective dates and version tracking.
READ MOREFREQUENTLY ASKED
COMMON QUESTIONS ABOUT PDS & TMD DOCUMENTS.
A Product Disclosure Statement is a document required under the Corporations Act 2001. Financial product issuers must provide a PDS to retail clients before they acquire a financial product. It contains information about the product's key features, fees and costs, risks, benefits, and the complaints handling process. Advisers are required to reference the relevant PDS when providing personal advice to clients.
GET STARTED
Ready to make PDS & TMD admin the easiest part of advice?
SECURE·FREE TO SEARCH·NO CREDIT CARD