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Home Engagement/Ongoing Service Toolkit (incl. FDS)

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  • Engagement/Ongoing Service Toolkit (incl. FDS)

    $350.00 inc. GST

     
    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
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