Get the free Advice fee request FAQsAdvisersSunsuper

Advice Fee Consent Form The purpose of this consent is to enable your Financial Adviser to be paid advice fees from your Life Events Bond (LEB) and/or Funeral Bond (FB).IMPORTANT From 1 July 2021,

How to fill out advice fee request faqsadviserssunsuper

How to fill out advice fee request faqsadviserssunsuper

1. To fill out the advice fee request for faqsadviserssunsuper, follow the steps below:
2. Gather all relevant information and documents that are required for the fee request.
3. Visit the official website of faqsadviserssunsuper and locate the 'Advice Fee Request' section.
4. Click on the 'Fill out Request' button to begin the process.
5. Provide your personal details, such as name, contact information, and membership number.
6. Enter the details of the advice fee request, including the reason for the request and the amount requested.
7. Attach any supporting documents or evidence, if required.
8. Review the information provided and make sure everything is accurate and complete.
9. Submit the advice fee request by clicking on the 'Submit' button.
10. After submission, you will receive a confirmation notification with a reference number.
11. Wait for a response from faqsadviserssunsuper regarding the status and outcome of your fee request.

Who needs advice fee request faqsadviserssunsuper?

1. Anyone who requires advice fee support or reimbursement from faqsadviserssunsuper can make use of the advice fee request.
2. This service is particularly useful for members who have received financial advice and are eligible for fee reimbursement or support.
3. Advisers or financial professionals associated with sunsuper can also utilize this facility for their clients who need assistance with advice fee requests.

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What is advice fee request faqsadviserssunsuper?

The advice fee request faqsadviserssunsuper is a form used by advisers to request advice fees from Sunsuper.

Who is required to file advice fee request faqsadviserssunsuper?

Advisers who provide financial advice and are affiliated with Sunsuper are required to file the advice fee request form.

How to fill out advice fee request faqsadviserssunsuper?

The advice fee request faqsadviserssunsuper form can be filled out online or in hard copy, providing details of the advice fees and services rendered.

What is the purpose of advice fee request faqsadviserssunsuper?

The purpose of the advice fee request form is to document and request payment for financial advice services provided to Sunsuper members.

What information must be reported on advice fee request faqsadviserssunsuper?

The advice fee request form must include details of the adviser, advice fees charged, services provided, and any relevant member information.