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BENEFIT PAYMENT FORM No Financial Advice Given from Every section must be completed. This form will be used to establish your Pension Benefits on an execution only basis, i.e. without a regulated
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To fill out the "No Financial Advice Given" form, follow these steps:

01
Start by providing your personal information, such as your full name, address, and contact details.
02
Next, specify the reason for filling out the form, stating that you are confirming that no financial advice has been given to you.
03
Make sure to include any relevant dates, such as the date you are filling out the form and the time period for which the form is applicable.
04
If applicable, provide details about any financial advisors or professionals you have consulted with. This may include their names, contact information, and the nature of the advice you received or didn't receive.
05
Clearly state that by filling out this form, you understand and acknowledge that no financial advice has been given to you and that you are solely responsible for your own financial decisions.

Who needs the "No Financial Advice Given" form?

01
Individuals who have not sought or received any financial advice.
02
People who prefer to make financial decisions on their own without relying on professional advice.
03
Those who have already received financial advice from one or more advisors and want to confirm that they are not seeking or relying on any further advice.
Remember that while this form can be useful in certain situations, it is always recommended to consult with a qualified financial advisor before making significant financial decisions.
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No financial advice given is a statement indicating that no financial advice was provided or received.
Individuals or entities who did not provide or receive financial advice are required to file a no financial advice given statement.
To fill out a no financial advice given statement, one must indicate that no financial advice was given or received during the reporting period.
The purpose of filing a no financial advice given statement is to inform relevant parties that no financial advice was provided or received.
The information reported on a no financial advice given statement typically includes the name of the individual or entity filing the statement and the period for which the statement covers.
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