Statement of Advice Template

[Letterhead: ensure that your letterhead implicates the name and contact details of the licensee and its Australian pecuniary services licence number. Where the licensee is a body corporate detect its ACN or ABN.] [Insert date] [Insert clients name] [Insert clients address] rubber [insert clients name], re: Annual Statement of Advice [Insert your plane section number, if applicable] [Choose one opening paragraph:] We refer to our discussion on [insert date] involving your current objectives, pecuniary piazza and needs and now prolong the adjacent advice. We refer to our discussion on [insert date] involving your current objectives, pecuniary role and needs and confirm our advice to you as follows. We provide the succeeding(a) advice based on a standard annual critical review of your objectives, fiscal situation and needs. The advice is based on our understanding of these objectives, situation and needs when you last provided us with information about th em on [insert date] by [insert method e.g. telephone]. Please differentiation that it is your responsibility to determine us about any changes to these.

Scope of advice Please comment that, under the financial services licensing regime, we are only authorise to provide financial product advice and to deal in illustration to [delete as appropriate, according to licence authorisations:] superannuation, securities and managed investment schemes. For a brimfull consideration of your objectives, financial situation and needs, we suggest that you see your financial planner. If you do not already have a promote financial planner, we refer you to [insert ! name and contact details of financial planner]. [If exploitation the first or second opening paragraph, involve this paragraph:] On this occasion you have only regard advice about the following matters: [insert information next to bullet points]. [If utilize the third opening paragraph, include this paragraph:] Our review is defy to the following matters: [insert matters which you have...If you want to get a full essay, fix it on our website: OrderCustomPaper.com

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