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Gather all necessary documents, including financial statements and investment information.
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Submit the completed retirement advice disclosure form to the appropriate party or authority.

Who needs retirement advice disclosure?

01
Individuals seeking retirement planning advice from financial advisors or consultants.
02
Employers offering retirement planning services to their employees.
03
Pension plan administrators providing retirement guidance to plan participants.
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Retirement advice disclosure is a document that outlines information about the retirement advice provided by a financial advisor to their clients.
Financial advisors and firms who provide retirement advice are required to file retirement advice disclosure.
Retirement advice disclosure can be filled out by providing detailed information about the retirement advice given, fees charged, and potential conflicts of interest.
The purpose of retirement advice disclosure is to ensure transparency and help clients make informed decisions about their retirement investments.
Information such as fees, potential conflicts of interest, investment strategies, and any other relevant information must be reported on retirement advice disclosure.
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