{
  "moduleName": null,
  "oid_0": {
    "moduleName": "oid",
    "oid": "9969026"
  },
  "globals": {
    "get": {
      "CatalogueID": "289798",
      "ProductID": "9969026"
    },
    "cookie": {
      "visitorDeviceClass": "desktop",
      "ASP.NET_SessionId": "bkn0wwnecqteo4vqe1wym21d",
      "ANONID_FS2327757": "30.07.2021 13:41:21.113",
      "ANONID2327757": "62e64540-8327-4ec5-b930-b34c7807a80e",
      "VISID2327757": "369f7fba-238b-4991-b497-9d7edb0f31fb#www.thefoldlegal.com.au#30.07.2021 13:41:21.113"
    },
    "site": {
      "id": 2327757,
      "name": "The Fold Legal",
      "host": "www.thefoldlegal.com.au",
      "countryCode": "AU",
      "language": "EN",
      "dateNow": "2021-07-30T23:41:21.1293521"
    },
    "visitor": {
      "deviceClass": "desktop",
      "ip": "18.204.48.69",
      "country": "US",
      "city": "Ashburn",
      "userAgent": "CCBot/2.0 (https://commoncrawl.org/faq/)",
      "referrer": "/"
    },
    "cart": {
      "cartUrl": "/OrderRetrievev2.aspx?CatalogueID=289798"
    },
    "user": {
      "entityId": 0,
      "firstname": "",
      "middleName": "",
      "lastname": "",
      "fullname": "",
      "username": "",
      "email": "",
      "email2": "",
      "email3": "",
      "customerType": {},
      "leadSourceType": {},
      "industryType": {},
      "ratingType": {},
      "isWholesaler": false,
      "isLoggedIn": false
    }
  },
  "contentholder_1": {
    "moduleName": "contentholder",
    "moduleDescriptor": {
      "templatePath": "/_System/ContentHolders/Technical Head.html",
      "parameters": "name=\"Technical Head\"",
      "apiEndpoint": "/api/v3/contentholder",
      "objectType": 19,
      "objectId": 84985,
      "adminUrl": "/Admin/ContentHolders_Detail.aspx?ContentHolderID=84985"
    },
    "editableFieldTypes": {
      "id": "Id",
      "content": "Html"
    },
    "id": 84985,
    "name": "Technical Head",
    "content": "\r\n\r\n{ % comment %}  { % endcomment %}\r\n\r\n\r\n\r\n{ % comment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % comment %} Preload css { % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % comment %} End preload css { % endcomment %}\r\n\r\n{ % comment %} Before preload css { % endcomment %}\r\n{ % comment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n\r\n \r\n\r\n\r\n\r\n{ % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % if globals.get.test != true %}\r\n\r\n\r\n\r\n\r\n\r\n{ % comment %} defer/preload js/css { % endcomment %}\r\n\r\n\r\n\r\n\r\n{ % comment %}\r\n\r\n\r\n\r\n{ % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % comment %} end defer/preload js/css { % endcomment %}\r\n\r\n{ % comment %} commented js below are original locs before defer { % endcomment %}\r\n\r\n{ % comment %} rel dns prefetch { % endcomment %}\r\n\r\n\r\n{ % comment %} End rel dns prefetch { % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % else %}\r\n\r\n\r\n\r\n\r\n{ % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % comment %}{ % endcomment %}\r\n\r\n\r\n\r\n{ % comment -%}  { % endcomment -%}\r\n{ % if globals.get.tests == true %}\r\n\r\n{ % else %}\r\n\r\n{ % comment %} dns prefetch { % endcomment %}\r\n\r\n\r\n{ % comment %} End dns prefetch { % endcomment %}\r\n\r\n{ % endif %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % if this.globals.site.host contains \"worldsecuresystems\" %}\r\n\r\n{ % else %}\r\n\r\n{ % endif %}",
    "params": {
      "name": "Technical Head"
    }
  }
}
the fold icons


eSTORE.

Home Statement of Advice Template

Product Name
For
Price
Purchase
  • 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.
download link
* Required