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Home Statement of Advice Template

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  • Statement of Advice Template

    $1,200.00 inc. GST (5 advisers)

    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.
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