Get the free Statement of Advice - financialservices.royalcommission.gov.au

CAL.0001.0001.1 531Contains Confidential InformationPrepared authorized Representative professional Investment Services Pty Ltd ABN 11074608 558 Australian Financial Services License Number 234951

How to fill out statement of advice

How to fill out statement of advice

1. Start by including your personal and contact information at the top of the form, including your name, address, and phone number.
2. Write a clear and concise subject line that accurately describes the purpose of the statement of advice.
3. Begin the body of the statement by stating the purpose, such as providing financial advice or recommendations.
4. Break down the content into sections or points, each addressing a specific aspect of the advice.
5. Use bullet points or numbered lists to present the information in a clear and organized manner.
6. Provide detailed explanations or justifications for each recommendation or piece of advice.
7. Include any supporting documents, such as financial statements or research findings, as attachments.
8. Conclude the statement by summarizing the main points and reiterating the overall advice or recommendations.
9. Proofread the statement for grammar and spelling errors, ensuring it is accurate and professional.
10. Sign and date the statement, indicating your approval and authenticity.
11. Make copies of the statement for your records and distribute as necessary.

Who needs statement of advice?

1. Statement of advice is typically needed by individuals or businesses seeking professional guidance or recommendations in various fields, such as finance, law, or health.
2. It can be required by clients or customers who want to make informed decisions based on expert advice.
3. Financial advisors, consultants, lawyers, doctors, and other professionals often create statements of advice for their clients.
4. Organizations or businesses may also require statements of advice as part of their internal processes or compliance requirements.
5. Anyone who wants to document and communicate their recommendations or opinions in a structured and formal manner can benefit from a statement of advice.

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What is statement of advice?

Statement of advice is a document that provides recommendations or guidance on financial matters.

Who is required to file statement of advice?

Financial advisors, planners, or consultants are required to file statement of advice.

How to fill out statement of advice?

Statement of advice must be filled out by providing accurate and detailed information about the financial recommendations or guidance.

What is the purpose of statement of advice?

The purpose of statement of advice is to document and disclose the financial advice provided to clients.

What information must be reported on statement of advice?

Information such as the specific financial recommendations, potential risks, and any conflicts of interest must be reported on the statement of advice.