Financial Planning Transfer of Servicing Rights Form

Regular price $5.00

 Product Description


As an adviser, you need to ensure that all your clients has you listed as the servicing adviser in order to be able to access investment & insurance information as well as receiving ongoing payments from funds. This form provides a clear way for your client to terminate their current arrangement and appoint you as their financial adviser. Clauses are included that specify that their previous adviser will no longer be able to access their account, receive fees or have ongoing servicing rights.