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Misc. Tools (Archived 2022-04-27)

This bundle includes various template documents, including forms, letters to clients, file notes, referral agreements, amongst others. Many of these also include related guidance and supplementary information.

$450.00 +GST Buy

Included documents

  • Authority And Indemnity Form (Archived 2022-05-04) Tool Ver. 1 - 03 Jun 2019
  • Confirmation Of Implementation Letter Tool Ver. 1 - 03 Jun 2019
  • Controller Declaration Template Tool Ver. 1 - 14 Sep 2019
  • Downstream Credit Referral Letter Template Tool Ver. 1 - 29 May 2019
  • Electronic Disclosure Letter Tool Ver. 1 - 03 Jun 2019
  • Financial Advice Certificate Template Tool Ver. 1 - 03 Jun 2019
  • File Note Template Tool Ver. 1 - 06 Jun 2019
  • Interpreter Attestation Template Tool Ver. 1 - 14 Jun 2019
  • No Advice Letter (for Advisers) Template Tool Ver. 1 - 14 Feb 2020
  • Non-Credit Referral Agreement Template Legal Agreement Ver. 1 - 03 Jun 2019
  • Non-Credit Referral Letter Template Tool Ver. 1 - 03 Jun 2019
  • Online Calculators Checklist Tool Ver. 1 - 20 May 2019
  • Professional Investor Declaration Template Tool Ver. 1 - 18 Sep 2019
  • One-off Policy Exception Form Tool Ver. 1 - 23 May 2019
  • Scoping Advice And Services (For Business Clients) Template Tool Ver. 2 - 14 Feb 2020
  • Support Tools For Disclosing Stamping Fees Tool Ver. 1 - 06 Jun 2019
  • Suspicious Matter Reporting Form (Decommissioned 2022-04-27) Tool Ver. 1 - 03 Jun 2019
  • TFN Client Consent Form Tool Ver. 1 - 03 Jun 2019
  • Upstream Credit Referral Letter Template Tool Ver. 1 - 03 Jun 2019
Price
: $450.00
+GST
: $45.00
TOTAL
: $495.00

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