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RECORD OF ADVICE Investment/Portfolio Management (discretionary) FSB. No 712 DATE WHAT WAS DISCUSSED ACTION Client Signature Print Name SECTION 1 CLIENT ACKNOWLEDGEMENT OF SERVICE AND DECLARATION
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What is record of advice?
Record of advice is a document that captures the details of financial advice provided to a client by a financial adviser.
Who is required to file record of advice?
Financial advisers are required to file the record of advice.
How to fill out record of advice?
The record of advice can be filled out by providing all the relevant details of the financial advice provided, including the client's information, the nature of the advice, and any recommendations made.
What is the purpose of record of advice?
The purpose of the record of advice is to document the financial advice provided to a client for compliance and regulatory purposes.
What information must be reported on record of advice?
The record of advice must include details such as the client's name and contact information, the date the advice was provided, the adviser's name and license number, a summary of the advice provided, and any recommendations made.
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