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Change of Member Details Form Section 1: Existing member details Surname:Salutation:Given name(s):Date of birth:Postal address: Suburb:State:Postcode:State:Postcode:Residential address: Suburb: Telephone

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How to fill out ongoing advice fee consent

01

Step 1: Obtain the ongoing advice fee consent form from your financial advisor or firm.

02

Step 2: Fill out your personal information including your name, address, and contact details.

03

Step 3: Specify the amount of the ongoing advice fee and the frequency of payment.

04

Step 4: Sign and date the form to indicate your consent to the ongoing advice fee.

05

Step 5: Return the completed form to your financial advisor or firm for processing.

Who needs ongoing advice fee consent?

01

Any individual who is receiving ongoing financial advice and agrees to pay a fee for the services provided will need to fill out ongoing advice fee consent.

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What is ongoing advice fee consent?

Ongoing advice fee consent is the agreement between a client and a financial advisor or firm to continue charging a fee for ongoing advisory services.

Who is required to file ongoing advice fee consent?

Financial advisors or firms who provide ongoing advisory services to clients are required to file ongoing advice fee consent.

How to fill out ongoing advice fee consent?

Ongoing advice fee consent can be filled out by detailing the fee structure, services provided, client consent, and other relevant information.

What is the purpose of ongoing advice fee consent?

The purpose of ongoing advice fee consent is to ensure transparency and agreement between the client and advisor on the ongoing fee structure for advisory services.

What information must be reported on ongoing advice fee consent?

Information such as fee structure, services provided, client consent, advisor contact information, and relevant terms and conditions must be reported on ongoing advice fee consent.

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