eStore

(02) 8353 6600

admin@thefoldlegal.com.au

eSTORE.

Home Statement of Advice Template

Product Name

For

Price

Purchase

Statement of Advice Template

$990.00 inc. GST (5 advisers)

Purchase
Sample

What

A template SoA

Suitable for

Financial planners

Life advisers

Contains

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

Introduction

Goals and objectives

Scope of advice

Current situation

Summary of advice

Risk profile and asset allocation

Recommended strategies

Product recommendations

Approved product list

Product replacement implications

Implementation

Ongoing services

Remuneration

Authority to proceed

Consent to electronic disclosure

Benefits

Suitable for use whenever personal advice is given to a retail client

Covers all the regulatory requirements for SoAs

Fully customisable for your business and each client

Variable clauses to suit different types of advice

Clear, concise and effective language

Includes detailed content and user guide

Use

Customise to document personal 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.
SEE ALSO

Financial Adviser Manual

Best Interests Adviser Checklist

Record of Advice Template

Product Licence