Get the free Change of adviser fees form

Suncorp WealthSmart Change of adviser fees form Suncorp Portfolio Services Limited (Trustee) ABN 61 063 427 958 ADSL 237905 RSE L0002059 Issued 3 December 2012 Please use this form to let us know

How to fill out change of adviser fees

How to fill out change of adviser fees:

1. Obtain the necessary forms from your financial institution or adviser. These forms are typically available on their website or can be requested in person or over the phone.
2. Fill in your personal information accurately. This may include your name, address, contact details, and any account numbers associated with the fees you wish to change.
3. Clearly state the reason for the change of adviser fees. This could be due to dissatisfaction with the current fees, a desire to consolidate fees, or a change in your financial circumstances.
4. Review the current fee structure and indicate the specific changes you are requesting. Provide details of the new fees you would like to be charged or any specific adjustments you wish to make.
5. Attach any supporting documentation as required. This may include recent account statements, fee schedules from other advisers, or any other relevant information that supports your fee change request.
6. Sign and date the form, certifying that all the information provided is true and accurate to the best of your knowledge.
7. Make a copy of the completed form for your records before submitting it to your financial institution or adviser. This will serve as a reference in case of any discrepancies or issues that may arise.

Who needs change of adviser fees?

1. Individuals who are currently paying high or excessive advisory fees and wish to explore more cost-effective alternatives.
2. Investors who have experienced a change in their financial circumstances, such as a decrease in income or assets, and need to adjust their advisory fees accordingly.
3. Clients who are dissatisfied with the performance or quality of service provided by their current financial adviser and are seeking to hire a new adviser with more reasonable or competitive fee structures.

Remember, it is important to carefully review your financial situation and consider all factors before making any changes to your adviser fees. Consulting with a financial professional is always recommended to ensure that your investment strategy aligns with your goals and needs.

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What is change of adviser fees?

Change of adviser fees refers to the process of updating or modifying the fees charged by a financial adviser for their services.

Who is required to file change of adviser fees?

Financial advisers or firms providing financial advisory services are required to file change of adviser fees.

How to fill out change of adviser fees?

Change of adviser fees can be filled out by submitting the necessary forms or documents to the relevant regulatory authorities.

What is the purpose of change of adviser fees?

The purpose of change of adviser fees is to ensure transparency and accountability in the fees charged by financial advisers to their clients.

What information must be reported on change of adviser fees?

The information that must be reported on change of adviser fees includes the new fee structure, reasons for the change, and any potential impact on clients.