Get the free One-off personal advice fee consent form - Suncorp

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Ongoing personal advice fee consent form For Suncorp super and pension members Use this form to give consent to your financial adviser to arrange with the Trustee (we, our, us) to deduct ongoing personal

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How to fill out one-off personal advice fee

01

Confirm the amount of the personal advice fee with the advisor.

02

Provide necessary personal information, such as name, contact information, and any relevant details for the advisor to provide advice.

03

Discuss with the advisor your specific needs and questions to ensure they can tailor their advice to your situation.

04

Agree on the method of payment for the fee with the advisor.

05

Make the payment for the one-off personal advice fee as per the agreed upon method.

Who needs one-off personal advice fee?

01

Individuals seeking personalized financial, legal, or career advice from professionals.

02

People looking for specific guidance on important life decisions or situations.

03

Anyone who values expert advice and is willing to pay for a one-time consultation.

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What is one-off personal advice fee?

One-off personal advice fee is a fee charged for providing personal advice or consultation to an individual on a specific basis.

Who is required to file one-off personal advice fee?

Individuals or companies who provide personal advice or consultation services on a one-off basis are required to file the one-off personal advice fee.

How to fill out one-off personal advice fee?

The one-off personal advice fee can be filled out by providing details of the advice given, the recipient of the advice, and the amount charged for the service.

What is the purpose of one-off personal advice fee?

The purpose of the one-off personal advice fee is to ensure that individuals or companies offering personal advice services comply with reporting and fee requirements.

What information must be reported on one-off personal advice fee?

Information such as the nature of the advice given, the recipient of the advice, and the amount charged for the service must be reported on the one-off personal advice fee.

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