Advice Fees (including OFAs)
Advice Fees (excluding OFAs) - AFSL, Wholesale
Version 4.0 -
Last updated: 23 June 2022
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 Financial Planners and Advisers Code of Ethics.
Included documents
| Document | Version | Type | Date |
|---|---|---|---|
| Advice Fees (excluding OFAs) Policy - AFSL | 4.0 | Policy | 23 June 2022 |
| Client Engagement Letter - AFSL | 3.0 | Tool | 23 June 2022 |
| Fixed Term Agreement Template - AFSL | 3.0 | Tool | 23 June 2022 |
| Pricing Policy - AFSL | 2.0 | Tool | 23 June 2022 |
| Advice Fees (excluding OFAs) FAQs - AFSL | 1.0 | FAQs | 23 June 2022 |