{
  "moduleName": null,
  "oid_0": {
    "moduleName": "oid",
    "oid": "11163115"
  },
  "globals": {
    "get": {
      "CatalogueID": "289798",
      "ProductID": "11163115"
    },
    "cookie": {
      "visitorDeviceClass": "desktop",
      "ASP.NET_SessionId": "uvvzkylnkhwp523heprxunli",
      "ANONID_FS2327757": "30.07.2021 13:26:33.016",
      "ANONID2327757": "3c12cad5-4991-4719-a297-2e1836fffaa0",
      "VISID2327757": "d0e00cf2-de6c-4892-aec4-acf479507452#www.thefoldlegal.com.au#30.07.2021 13:26:33.016"
    },
    "site": {
      "id": 2327757,
      "name": "The Fold Legal",
      "host": "www.thefoldlegal.com.au",
      "countryCode": "AU",
      "language": "EN",
      "dateNow": "2021-07-30T23:26:33.0320319"
    },
    "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"
    }
  }
}
Create an account
Forgot your password?
the fold icons
The Fold Legal
eStore
(02) 8353 6600

admin@thefoldlegal.com.au



eSTORE.

Home Wholesale Client Acknowledgement Forms
Product Name
For
Price
Purchase

  • Wholesale Client Acknowledgement Forms

    $900.00 inc. GST (5 advisers)

    Purchase

    (25% discount until 30 June 2021)

    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
download link
* Required