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Ongoing personal advice fee consent formA06 Brighter Super is required by law to obtain your written consent before ongoing personal advice fee/s can be deducted from your account. Consent to the

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How to fill out ongoing personal advice fee

01

Determine the total amount of the personal advice fee.

02

Specify the frequency of the fee (monthly, quarterly, annually, etc.).

03

Clearly outline the services that will be provided in exchange for the fee.

04

Provide a method of payment for the fee (credit card, bank transfer, etc.).

05

Have the client sign an agreement acknowledging the ongoing personal advice fee.

Who needs ongoing personal advice fee?

01

Individuals who are seeking continuous financial guidance and support

02

People who prefer regular communication and personalized recommendations from a financial advisor

03

Clients who value proactive planning and ongoing support for their financial goals

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What is ongoing personal advice fee?

The ongoing personal advice fee is a fee charged for providing continuous financial advice to clients.

Who is required to file ongoing personal advice fee?

Financial advisors or firms who provide ongoing financial advice are required to file ongoing personal advice fee.

How to fill out ongoing personal advice fee?

To fill out ongoing personal advice fee, financial advisors or firms must report the amount charged for the advice provided and any relevant client information.

What is the purpose of ongoing personal advice fee?

The purpose of ongoing personal advice fee is to compensate financial advisors for the continuous advice and support they provide to clients.

What information must be reported on ongoing personal advice fee?

Financial advisors must report the amount charged for the advice, details of the clients receiving the advice, and any other relevant information.

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