Our back office form pack includes:
Financial Planning Back Office Forms
Save hours on creating professional
financial planning forms.
Financial Planning Information Release Form
A well-formatted form to be used when collecting information on behalf of a client. Generally used to collect investment, insurance, superannuation, bank account and Centrelink information by financial advisers.
Financial Planning Super Fund Information Request Form
In order to receive the necessary information to research a client's existing superannuation fund and ensure that there are no hidden charges or exit fees, this form is a must. Has checkboxes and data points for selecting whether the fund is an accumulation fund, pension fund, defined benefit, industry fund, retail or wholesale fund. Also has the ability to collect information on your financial planning client's super balance, tax status, contributions, fees, minimum account balance, investment options, binding nominations and insurance cover.
Financial Planning Transfer of Servicing Rights Form
As an adviser, you need to ensure that all your clients has you listed as the servicing adviser in order to be able to access investment & insurance information as well as receiving ongoing payments from funds. This form provides a clear way for your client to terminate their current arrangement and appoint you as their financial adviser. Clauses are included that specify that their previous adviser will no longer be able to access their account, receive fees or have ongoing servicing rights.
Financial Planning Fax Cover Sheet
A professional fax cover sheet for your financial planning office. Mark the urgency, add receipient details, specific your purpose and add a professional footer. Useful for sending documents to super funds to collect information.