Terms of Business Agreement (TOBA)

This Terms of Business Agreement, along with the Lockton Financial Services Guide sets out the terms and conditions under which we will provide services to you and your business.

Financial Services Guide (FSG)

This guide contains information about Lockton from a financial advice perspective. It explains the financial service offered, the fees charged and how Lockton will deal with complaints. It can be downloaded separately here: Financial Services Guide (opens a new window)

Terms of Business Agreement (TOBA) for Risk Consulting and Advisory Services

This Terms of Business Agreement sets out the terms and conditions under which we will provide Risk Consulting and Advisory Services to you and your business.
It can be downloaded separately here: Terms of Business Agreement Risk Consulting & Advisory Services (opens a new window)

Terms of Business Agreement (TOBA) and Financial Services Guide (FSG) for Private Health

This Terms of Business Agreement sets out the terms and conditions under which we will provide services to you and your business for Private Health. It can be downloaded separately here: Terms of Business Agreement /Financial Services Guide Private Health (opens a new window)

Financial Services Guide (FSG) for MineCare Australia

This Guide contains information about Lockton from a financial advice perspective. It explains how Lockton will provide services to you and your business for MineCare. It can be downloaded separately here: Financial Services Guide for MineCare Australia (opens a new window)