SoA Template - Review SoA (Incorporation By Reference)

Sale price $67.00 Regular price $89.00

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.