Product Description
Considering the hours that you and your staff will save in preparing a Statement of Advice, this template represents great value.
This Review (Incorporation By Reference) Statement of Advice template includes the following sections:
- Cover Letter
- Cover Page
- Table of Contents
- Current Situation wording and tables
- Investment Risk Profile
- Scope of Advice and warnings
- Strategy Review
- Rebalance Strategy
- Rollover Strategy
- Personal Insurance strategy (including Life, TPD, Trauma and Income Protection recommendations)
- Health Insurance
- General Insurance
- Estate Planning (including Wills, Powers of Attorney, Guardianship and Death Nominations)
- Cash flow table
- Meeting client goals section
- Product recommendations (investment and risk to keep, sell or purchase with reasons why)
- Proposed asset allocation
- Assumptions
- Costs & risks of replacing products section
- Disclosures
- Ongoing Services
- Payment information, tables and disclosures
- How to Proceed
- Authority to Proceed
- Additional information including PDS, FSCG info
- Additional attachments including insurance analysis and more in-depth wording on strategies.
