Quick text is templated wording created for fields used throughout the Plan Authoring pages.
Plan Authorizing Section | Field |
Goals | Reasons for Seeking Advice |
| Goals & Objectives |
Scope of Advice | Client has not provided full or accurate personal details or not provided information as requested |
| Advice has been limited in specific areas |
| Client has restricted or excluded specific products |
| Client had excluded specific goals or needs |
Research | Investment Commentary > Asset allocation commentary |
| Investment Commentary > Product replacement recommendation |
Modelling | Modelling Commentary |
Strategy | Strategies Recommended > Advice |
| Strategies Recommended > Benefits |
| Strategies Recommended > Things you should know |
| Strategies Recommended > Implementation |
| Strategies Recommended > More Information |
| Alternative Considered |
| Outline of our Advice |
Product | Insurance Product > Advice |
| Insurance Product > Things you should know |
| Insurance Product > More Information |
| Insurance Product > Alternative Insurance Products |
| Investment Product > Advice |
| Investment Product > Things you should know |
| Investment Product > More Information |
| Investment Product > Alternative Investment Products |
Better Position | Better Position Statement |
Remuneration | Remuneration Commentary |
| Disclosures > Other Interests |
| Disclosures > Relationships and product provider arrangements |
| Disclosures > Referral Payments |
| Disclosures > Other attached documents you should read |
Next Steps | Ongoing Service Details |
| Authority to Proceed |