Ongoing Service Toolkit (incl. FDS and Consent)

$600 inc GST

A complete set of ongoing service documentation, updated to comply with the Royal Commission legislation

This product is currently out of stock

 

Features:

Suitable for:

  • Financial advisers
  • Life advisers


Contains:

  • Initial Advice Agreement
  • Ongoing Service Agreement
  • Fee Disclosure Statement (including Consent)
  • User Guide



Benefits:

  • Updated to comply with Royal Commissions legislation
  • Clearly outline the scope of your relationship with the client
  • FDS incorporates fee consent requirements
  • Customisable for different business models
  • Clear, concise and effective language
  • Includes user guidance



Use:

  • Upfront / initial advice
  • Ongoing advice
  • Compliance with FDS and consent obligations
  • Customise to reflect your service / fee model


This price is for use by 5 advisers. Discounts are available for >5 advisers. Contact us for a quote.