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Template SoA material, Investment Program and MDA Contract. Suitable for MDA providers & External MDA advisers
A template legal agreement suitable for Companies and unit trusts with 3-4 shareholders or unitholders (as applicable) in the business.
A template SoA suitable for Financial planners & Life advisers
A template RoA suitable for Financial planners & Life advisers
Template for a special purpose FSG for MDA providers
A complete set of ongoing service documentation, updated to comply with the Royal Commission legislation
A template legal agreement suitable for Credit licensees who are Mortgage brokers or Mortgage managers
A template legal agreement with supporting notices suitable for Financial planners & Life advisers
A template legal agreement suitable for AFS licensees