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Advice Fee Consent Form The purpose of this consent is to enable your Financial Adviser to be paid advice fees from your Life Events Bond (LEB) and/or Funeral Bond (FB).IMPORTANT From 1 July 2021,
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How to fill out advice fee consent form
How to fill out advice fee consent form
01
Obtain the advice fee consent form from your advisor or agency.
02
Read the form carefully to understand the instructions and terms.
03
Fill in your personal details, including name, address, and contact information.
04
Specify the type of advice you are receiving (e.g., financial, legal).
05
Clearly state the fee amount you are consenting to.
06
Review any additional terms or conditions related to the fee.
07
Sign and date the form to indicate your consent.
08
Keep a copy of the signed form for your records.
Who needs advice fee consent form?
01
Clients seeking professional advice from financial advisors, legal consultants, or any other advisory service that involves fees.
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What is advice fee consent form?
The advice fee consent form is a document that clients sign to give their explicit consent for financial advisors to charge fees for their services, ensuring transparency and agreement on the cost of advice.
Who is required to file advice fee consent form?
Financial advisors or firms that charge fees for financial advice are required to obtain and file the advice fee consent form from their clients.
How to fill out advice fee consent form?
To fill out the advice fee consent form, a client typically needs to provide their personal information, review the proposed fees, and sign the document to indicate their consent.
What is the purpose of advice fee consent form?
The purpose of the advice fee consent form is to provide a clear agreement between the client and the financial advisor regarding the fees to be charged, promoting transparency and trust.
What information must be reported on advice fee consent form?
The information that must be reported on the advice fee consent form includes the advisor's details, a breakdown of the fees being charged, the services provided, and the client's acknowledgment and signature.
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