Statement of Advice Template

[Letterhead: ensure that your letterhead implicates the name and contact details of the licensee and its Australian monetary services licence number. Where the licensee is a body corporate hump its ACN or ABN.] [Insert date] [Insert clients name] [Insert clients address] full [insert clients name], re: Annual Statement of Advice [Insert your vary 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 have the adjacent advice. We refer to our discussion on [insert date] involving your current objectives, fiscal seat and needs and confirm our advice to you as follows. We provide the by-line advice based on a standard annual inspection 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 them on [insert date] by [insert m ethod e.g. telephone]. Please differentiation that it is your responsibility to mark us about any changes to these.

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

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