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Home Wholesale Client Acknowledgement Forms
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  • Wholesale Client Acknowledgement Forms

    $1,200.00 inc. GST (5 advisers)

    Purchase
    What

    A package of four wholesale client acknowledgment forms - one for individuals, one for companies, one for SMSFs and one for family trusts – which take into account the requirements of the Corporations Act, FASEA Code of Ethics and changing community expectations following the Banking Royal Commission.

    Suitable for

    Financial planners and life advisers who provide advice to wholesale clients

    Contains

    A package of four wholesale client acknowledgment forms which

    • Explain what it means to be treated as wholesale client (as opposed to a retail client)
    • Capture each wholesale client’s understanding of what it means to be treated as wholesale client
    • Capture each wholesale client’s consent to be treated as wholesale client
    Benefits
    • Suitable for use with wholesale clients
    • Takes the Corporations Act and FASEA Code of Ethics requirements into account
    • Adapted and updated for changing community expectations following the Banking Royal Commission
    • Four different forms tailored for four different types of wholesale clients – individuals, companies, SMSFs and family trusts
    • Keep forms on file to capture each wholesale client’s understanding and acknowledgement
    • Includes detailed content and guidance
    Use
    • Capture each client’s consent to be treated as a wholesale client
    • Four different templates – one for individuals, one for companies, one for SMSFs and one for family trusts
    This price is for use by 5 advisers. Discounts are available for >5 advisers. Contact us for a quote.

    SEE ALSO

    Financial Adviser Manual

    Record of Advice Template

    Product Licence
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