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COMM SEC ADVISER SERVICESPAGE 1 NOTICE OF CHANGES TO THE INVESTMENT LANTERNS AND CONDITIONS COVERED CALL Agreements agreement is made between Commonwealth Bank of Australia ABN 48 123 123 124 of First
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A statement of advice is important because it provides clients with personalized financial advice, ensuring they are aware of the risks and benefits associated with different investment options.
Financial advisors and professionals who provide tailored investment recommendations to their clients are required to file a statement of advice.
To fill out a statement of advice, gather relevant client information, assess their financial situation, outline recommended strategies, and ensure compliance with regulatory guidelines.
The purpose of a statement of advice is to document the advisor's recommendations, helping clients understand their options and make informed financial decisions.
The statement must report client personal details, financial objectives, risk tolerance, recommended strategies, and any associated fees or charges.
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