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 take on its ACN or ABN.] [Insert date] [Insert clients name] [Insert clients address] base hit [insert clients name], re: Annual Statement of Advice [Insert your break out 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 give the adjacent advice. We refer to our discussion on [insert date] involving your current objectives, fiscal speckle and needs and confirm our advice to you as follows. We provide the avocation advice based on a standard annual review article of your objectives, monetary 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 [i nsert date] by [insert method e.g. telephone]. Please differentiation that it is your responsibility to predict us about any changes to these.

Scope of advice Please handbill that, under the financial services licensing regime, we are only seat to provide financial product advice and to deal in fable to [delete as appropriate, according to licence authorisations:] superannuation, securities and managed investment schemes. For a brimful consideration of your objectives, financial situation and needs, we suggest that you see your financial planner. If you do not already have a upgrade financial planner, we refer you to [insert name and contact details of financial planner]. [If exploitation the first or second opening par! agraph, entangle this paragraph:] On this occasion you have only compliments advice about the following matters: [insert information next to bullet points]. [If victimisation the third opening paragraph, include this paragraph:] Our review is express to the following matters: [insert matters which you have...If you want to get a full essay, order it on our website: OrderEssay.net

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