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Advice Fees (Archived 2021-05-04)

This bundle outlines the requirements for a licensee, financial adviser or representative to structure and disclose their client advice fees.  It includes general information on fee types, calculating and taking fees from superannuation.  It aligns to the requirements under the Corporations Act 2001 and the FASEA Code of Ethics.

 

Included documents

  • Client Advice Fees Policy Policy Ver. 3 - 12 Jun 2020
  • Client Engagement Letter Template Tool Ver. 2 - 03 Feb 2020
  • Pricing Policy Template Tool Ver. 1 - 05 Jul 2019
  • Client Advice Fee Calculation Spreadsheet Tool Ver. 1 - 23 May 2019
Price
$295.00
+GST
: $29.50
TOTAL
: $324.00

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