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Home Record of Advice Template

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  • Record of Advice Template

    $165.00 inc. GST (5 advisers)

    What

    A template RoA

    Suitable for
    • Financial planners
    • Life advisers
    Contains

    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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