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Wholesale Client Decision Tree
Wholesale Client Decision Tree

A simple process for identifying wholesale clients suitable for Financial planners Life advisers.

$894.99 inc GST
Remuneration Policy
Remuneration Policy

A template adviser remuneration policy suitable for AFS licensees and financial advisers

$395.00 inc GST
MDA - Advice and Contract Documents
MDA - Advice and Contract Documents

Template SoA material, Investment Program and MDA Contract. Suitable for MDA providers & External MDA advisers

$1,350.00 inc GST
Authorised Representative Agreement for Underwriting Agencies
Authorised Representative Agreement for Underwriting Agencies

A template legal agreement suitable for Underwriting agencies

$595.00 inc GST
Buy Sell Deed for Small Businesses
Buy Sell Deed for Small Businesses

A template legal agreement suitable for Companies and unit trusts with 3-4 shareholders or unitholders (as applicable) in the business.

$650.00 inc GST
Privacy Compliance Kit for AFS and Credit Licensees
Privacy Compliance Kit for AFS and Credit Licensees

A four part privacy compliance kit suitable for AFS licensees, Authorised representatives, Mortgage and finance brokers

$450.00 inc GST
Statement of Advice Template
Statement of Advice Template

A template SoA suitable for Financial planners & Life advisers

$1,200.00 inc GST
Record of Advice Template
Record of Advice Template

A template RoA suitable for Financial planners & Life advisers

$199.00 inc GST
MDA - Provider FSG
MDA - Provider FSG

Template for a special purpose FSG for MDA providers

$750.00 inc GST
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