Record of Advice Template

$199

A template RoA suitable for Financial planners & Life advisers

This product is currently out of stock

A customisable template containing all the information that is required to be in a RoA, covering:

  • Background information
  • Advice
  • Product replacement implications
  • Remuneration
  • Authority to proceed

Benefits: 

  • Suitable for further advice, small investment advice and no purchase recommendations
  • Covers all the regulatory requirements for RoAs
  • Variable clauses to suit different types of advice
  • Fully customisable for your business and each client
  • Clear, concise and effective language
  • Includes detailed content and user guide

Use: 

  • Customise to document advice
  • Integrate into your advice process
  • Convenient reference guide

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

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