{
  "moduleName": null,
  "oid_0": {
    "moduleName": "oid",
    "oid": "9986791"
  },
  "globals": {
    "get": {
      "CatalogueID": "275013",
      "ProductID": "9986791"
    },
    "cookie": {
      "visitorDeviceClass": "desktop",
      "ASP.NET_SessionId": "tdjk0tef5rze1vheuu0xmrk4",
      "ANONID_FS2327757": "17.01.2021 05:14:00.459",
      "ANONID2327757": "1eb09c63-c198-43f7-b012-da5c0f512ea8",
      "VISID2327757": "a97db5cf-08f1-48c2-9652-9d9b3d889472#www.thefoldlegal.com.au#17.01.2021 05:14:00.459"
    },
    "site": {
      "id": 2327757,
      "name": "The Fold Legal",
      "host": "www.thefoldlegal.com.au",
      "countryCode": "AU",
      "language": "EN",
      "dateNow": "2021-01-17T16:14:00.4753513"
    },
    "visitor": {
      "deviceClass": "desktop",
      "ip": "3.239.51.78",
      "country": "US",
      "city": "Ashburn",
      "userAgent": "CCBot/2.0 (https://commoncrawl.org/faq/)",
      "referrer": "/"
    },
    "cart": {
      "cartUrl": "/OrderRetrievev2.aspx?CatalogueID=275013"
    },
    "user": {
      "entityId": 0,
      "firstname": "",
      "middleName": "",
      "lastname": "",
      "fullname": "",
      "username": "",
      "email": "",
      "email2": "",
      "email3": "",
      "customerType": {},
      "leadSourceType": {},
      "industryType": {},
      "ratingType": {},
      "isWholesaler": false,
      "isLoggedIn": false
    }
  },
  "contentholder_1": {
    "moduleName": "contentholder",
    "moduleDescriptor": {
      "templatePath": "/_System/ContentHolders/Technical Head.html",
      "parameters": "name=\"Technical Head\"",
      "apiEndpoint": "/api/v3/contentholder",
      "objectType": 19,
      "objectId": 84985,
      "adminUrl": "/Admin/ContentHolders_Detail.aspx?ContentHolderID=84985"
    },
    "editableFieldTypes": {
      "id": "Id",
      "content": "Html"
    },
    "id": 84985,
    "name": "Technical Head",
    "content": "\r\n\r\n{ % comment %}  { % endcomment %}\r\n\r\n\r\n\r\n{ % comment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % comment %} Preload css { % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % comment %} End preload css { % endcomment %}\r\n\r\n{ % comment %} Before preload css { % endcomment %}\r\n{ % comment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n\r\n \r\n\r\n\r\n\r\n{ % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % if globals.get.test != true %}\r\n\r\n\r\n\r\n\r\n\r\n{ % comment %} defer/preload js/css { % endcomment %}\r\n\r\n\r\n\r\n\r\n{ % comment %}\r\n\r\n\r\n\r\n{ % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % comment %} end defer/preload js/css { % endcomment %}\r\n\r\n{ % comment %} commented js below are original locs before defer { % endcomment %}\r\n\r\n{ % comment %} rel dns prefetch { % endcomment %}\r\n\r\n\r\n{ % comment %} End rel dns prefetch { % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % else %}\r\n\r\n\r\n\r\n\r\n\r\n{ % endif %}\r\n\r\n\r\n\r\n{ % comment %}{ % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % comment %}{ % endcomment %}\r\n\r\n\r\n\r\n{ % comment -%}  { % endcomment -%}\r\n{ % if globals.get.tests == true %}\r\n\r\n{ % else %}\r\n\r\n{ % comment %} dns prefetch { % endcomment %}\r\n\r\n\r\n{ % comment %} End dns prefetch { % endcomment %}\r\n\r\n{ % endif %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % if this.globals.site.host contains \"worldsecuresystems\" %}\r\n\r\n{ % else %}\r\n\r\n{ % endif %}",
    "params": {
      "name": "Technical Head"
    }
  }
}
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eSTORE.

Home Engagement/Ongoing Service Toolkit (incl. FDS)

Product Name
For
Price
Purchase
  • Engagement/Ongoing Service Toolkit (incl. FDS)

    $350.00 inc. GST (5 advisers)

     
    What

    A complete set of client engagement documents

    Suitable for
    • Financial planners
    • Life advisers
    Contains

    Template engagement letters, terms of business and ongoing fee disclosure statement (FDS), covering:

    ENGAGEMENT LETTERS.
    • Engagement proposal for full financial plan
    • Engagement proposal for scaled advice
    • Ongoing engagement letter
    TERMS OF BUSINESS.
    • Your services
    • Fees and payment terms
    • Privacy and confidential information
    • Termination of agreement
    FEE DISCLOSURE STATEMENT.
    • Services provided
    • Fees paid
    • Opt-in for renewal of arrangement
    Benefits
    • Clearly outlines the nature and scope of your engagement
    • Meets all the regulatory requirements for ongoing fee arrangements
    • Incorporates consent to pay fees to advisers (optional)
    • Includes customisation options for different business models
    • Clear, concise and effective language
    • Easy to customise
    • Includes user guidance
    Use
    • Customise to document the scope of your client engagements
    • Comply with ongoing fee arrangement rules
    • Implement into your advice procedures
    This price is for use by 5 advisers. Discounts are available for >5 advisers. Contact us for a quote.
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