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