Get the free CHANGE OF FINANCIAL ADVISER FORM

Please return completed form to: Franklin Templeton Investments Unit Registry PO Box 3721 Rhodes NSW 2138 Fax: 02 9287 0367 Website: http://www.franklintempleton.com.auCHANGE OF FINANCIAL ADVISER

How to fill out change of financial adviser

How to fill out change of financial adviser

1. Obtain the necessary documents: Gather all the necessary documents such as the change of financial adviser form provided by your new financial adviser or the financial institution.
2. Review your current financial situation: Assess your current financial situation and determine whether you are satisfied with your current financial adviser's performance and services.
3. Research potential new financial advisers: Take the time to research and find potential new financial advisers who meet your specific needs and requirements.
4. Schedule a meeting: Contact the new financial adviser and schedule a meeting to discuss your financial goals and requirements.
5. Fill out the change of financial adviser form: Complete the change of financial adviser form accurately and provide any additional required documents.
6. Notify your current financial adviser: Inform your current financial adviser about your decision to change and provide them with a copy of the change of financial adviser form.
7. Follow up with the new financial adviser: Stay in touch with the new financial adviser to ensure a smooth transition and to address any concerns or questions you may have.

Who needs change of financial adviser?

1. Anyone who is not satisfied with their current financial adviser's services or performance.
2. Individuals who have experienced a change in their financial goals or circumstances and require a new financial strategy.
3. Those who have lost faith in their current financial adviser or feel they are not receiving unbiased advice.
4. Individuals who are looking for specialized financial advice or expertise in a particular area.

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What is change of financial adviser?

Change of financial adviser refers to when a client decides to switch from one financial adviser to another.

Who is required to file change of financial adviser?

Any client who decides to switch financial advisers is required to file a change of financial adviser form.

How to fill out change of financial adviser?

To fill out a change of financial adviser form, the client must provide their personal information, details of the new financial adviser, and reasons for the change.

What is the purpose of change of financial adviser?

The purpose of change of financial adviser is to notify the relevant authorities and ensure that the client's financial affairs are managed by the new chosen financial adviser.

What information must be reported on change of financial adviser?

The information that must be reported on a change of financial adviser includes client details, details of the new financial adviser, and reasons for changing advisers.