Get documents about "Abound Standard SoA Request for Paraplanning Services
Document Sample
Abound Paraplanning Services Request Form
Standard SoA Request Form Email to: info@aboundparaplanning.com.au
1. Includes an SoA covering three strategies at $375 (+ GST).
2. For an SoA Presentation (in PowerPoint) add $100 (+ GST).
3. For additional strategies add $100 (+ GST) per add'n strategy. Limit of three additional strategies.
Step 1
Adviser Details
Adviser Name:
Business Name:
Contact Individual:
Licensee:
AFSL:
Email:
Phone:
Mobile:
Client Name:
Request Date:
Required by date:
Step 2
Requested Service (please tick)
Statement of Advice
Include SoA Presentation
Include Additional Strategy/ies
Step 3
Strategies to be addressed: (3 included strategies and 3 strategies at additional cost)
Cash & Investments
Cash Reserve (no additional charge)
Managed Investments
Geared Investment / Regular Geared Investment Plan
Insurance Bond
Funeral Bond
Debt
Lump-sum Repayment
Regular Repayment
Recycling
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Personal Insurance
Recommendation only - Life
Recommendation only - TPD
Recommendation only - Trauma
Recommendation only - IP
Needs Analysis
Superannuation & Income Streams
Superannuation Rollover
Salary Sacrifice
Co-contribution
Contribution Splitting
Re-contribution
Defined Benefit
Transition to Retirement
Annuity
Account-based Pension
Centrelink & Retirement Accommodation
Age Pension
Allowance
Concession Card entitlement
Work Bonus
Estate Planning
Generic Info with Recommendations
Redundancy Payments
Step 4
Client Fees
SoA Prep Fee
Asset Based Fee
Comm. Rate / Rebate
Additional Information (include separately if appropriate)
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Step 5
Checklist
1. Client questionnaire / fact find
2. Client financial and lifestyle objectives provided
3. Replacement and recommended products detailed (including super fund and ins. policy)
4. Risk profile completed & results provided
5. Target asset allocation or growth/defensive allocation (if relevant)
6. Insurance and annuity quotes and working papers attached
7. Adviser initial and ongoing fees detailed
8. Copy of previous Statement of Advice (If preparing a limited SoA or RoA)
9. For new paraplanning clients: An existing SoA for any of your clients (so that we can obtain your basic
information and preferred format).
Indemnity and Limitation of Liability
The adviser acknowledges and warrants that it remains at all times liable for the advice it provides to its
clients. The adviser acknowledges and warrants that the paraplanner will not be liable in any way for the
content of the advice being prepared by the paraplanner and the adviser indemnifies the paraplanner and
agrees to keep the paraplanner indemnified against any loss or claim (howsoever caused) suffered or incurred
by the adviser or any third party arising from any act or omission of the paraplanner in the performance of its
obligations under this Agreement.
Step 6
Authority to Proceed
By signing the below I acknowledged that:
1. I understand the services offered.
2. The SoA cannot be commenced until all information required for the preparation of the SoA has been
provided.
3. Any SoA changes requested after the SoA has been finalised may result in additional charges.
4. Following the acceptance of the SoA Quote I will be invoiced for the services provided by Abound.
Express Overnight Service (add 75% to cost)
Delivery within 24 hours following receipt of all required information and acceptance of terms. May not be
available for some strategies.
Please note that the cost of services is subject to change following the review of client information. The
services required and cost will be confirmed via return email.
Email to: info@aboundparaplanning.com.au
Adviser Signature
Date
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ail to: info@aboundparaplanning.com.au
ph: 1300 Abound (226 863)
mit of three additional strategies.
gies at additional cost)
estment Plan
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uper fund and ins. policy)
A or RoA)
ients (so that we can obtain your basic
iable for the advice it provides to its
er will not be liable in any way for the
dviser indemnifies the paraplanner and
m (howsoever caused) suffered or incurred
the paraplanner in the performance of its
the preparation of the SoA has been
result in additional charges.
he services provided by Abound.
Please tick for Express Service
n and acceptance of terms. May not be
he review of client information. The
ail to: info@aboundparaplanning.com.au
ph: 1300 Abound (226 863)
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