Other
Misc. Tools - AFSL, Wholesale
Version 5.0 -
Last updated: 18 Nov. 2022
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.
Included documents
| Document | Version | Type | Date |
|---|---|---|---|
| Authority And Indemnity Form - AFSL | 2.0 | Tool | 4 May 2022 |
| Confirmation Of Implementation Letter - AFSL | 1.0 | Tool | 3 June 2019 |
| Downstream Credit Referral Letter Template - AFSL | 1.0 | Tool | 29 May 2019 |
| Electronic Disclosure Letter - AFSL | 1.0 | Tool | 3 June 2019 |
| File Note Template - AFSL | 1.0 | Tool | 6 June 2019 |
| Financial Advice Certificate Template - AFSL | 1.0 | Tool | 3 June 2019 |
| Interpreter Attestation Template - AFSL | 1.0 | Tool | 14 June 2019 |
| No Advice Letter (for Advisers) Template - AFSL | 1.0 | Tool | 14 Feb. 2020 |
| Non-Credit Referral Agreement Template - AFSL | 1.0 | Agreement | 3 June 2019 |
| Non-Credit Referral Letter Template - AFSL | 1.0 | Tool | 3 June 2019 |
| One-off Policy Exception Form - AFSL | 1.0 | Tool | 23 May 2019 |
| Online Calculators Checklist - AFSL | 1.0 | Tool | 20 May 2019 |
| Power of Attorney Letter Template - AFSL | 2.0 | Tool | 1 Sept. 2022 |
| Scoping Advice And Services (For Business Clients) Template - AFSL | 2.0 | Tool | 14 Feb. 2020 |
| Support Tools For Disclosing Stamping Fees - AFSL | 1.0 | Tool | 6 June 2019 |
| TFN Client Consent Form - AFSL | 1.0 | Tool | 3 June 2019 |
| Upstream Credit Referral Letter Template - AFSL | 1.0 | Tool | 3 June 2019 |