ASK FOR A WRITTEN PLAN

Legally your plan must include important documents. Check that you have been given:

  • a statement of advice (SOA) that sets out what your adviser is recommending and why it is suitable.

At this point, some advisers will also give you a 'terms of engagement' that sets out the exact services they will supply and the fees and charges you will pay. And always file any paperwork away carefully - you'll never know when it could come in handy.

Be aware that investments can lose money
Checking your financial plan
Video
Introduction to Managed Accounts
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Dealer group launches transition support service
13 December 2019, 12:28pm
A privately-owned licensee is launching a support service to assist advice firms in transitioning to an individual AFSL and has appointed a national practice consultant to lead the initiative. Read more
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