Code tags are dynamic placeholders. When a plan/review is generated, Advice Designer automatically replaces each tag with the corresponding data from the plan/review or client record — no manual entry required.
Document & Plan Tags
These tags populate core document-level information.
Tag | What it outputs |
[PLANNAME] | The name of the plan as entered in Advice Designer |
[DOCUMENTTYPE] | The full document type label (e.g. Statement of Advice) |
[DOCUMENTTYPESHORT] | The abbreviated document type (e.g. SOA) |
[DOCUMENTDATE] | The date of the advice document |
Formatting Tags
These tags control how certain words are capitalised or cased throughout the document, ensuring consistency with your template's writing style.
Tag | What it outputs |
[UPPERWEI] | We/I in uppercase — e.g. We or I |
[LOWERWEI] | We/I in lowercase — e.g. we or i |
[UPPEROURMY] | Our/My in uppercase — e.g. Our or My |
[LOWEROURMY] | Our/My in lowercase — e.g. our or my |
[UPPERUSME] | Us/Me in uppercase — e.g. Us or Me |
[LOWERUSME] | Us/Me in lowercase — e.g. us or me |
Entity & People Tags
These tags pull through names and entity details associated with the plan.
Tag | What it outputs |
[LICENSEENAME] | The name of the Licensee entity |
[ADVISERNAME] | The full name of the financial adviser set against the client's profile |
[CLIENTFIRSTNAME] | The client's first name |
[CLIENTNAME] | The client's full name |
[PARTNERFIRSTNAME] | The partner's first name (if applicable) |
[PARTNERNAME] | The partner's full name (if applicable) |
[BUSINESSNAME] | The name of the advice business |
Disclosure Tags
These tags insert version-controlled disclosure information into the document.
Tag | What it outputs |
[FSGVERSIONDATE] | The date of the current Financial Services Guide version |
[FSGVERSION] | The version number of the current Financial Services Guide |
💡 Note: FSG version and date are managed in your Workspace or Licensee settings. Keep these up to date to ensure compliant disclosure across all generated documents.
Conditional (IF) Tags
Conditional tags display or suppress content based on the attributes of the current plan.
They work in pairs: an opening tag and a closing tag wrap the content to be shown or hidden.
How they work:
Content placed between [IFTAG] and [ENDIFTAG] only appears when the condition is true.
Content placed between [IFNOTTAG] and [ENDIFNOTTAG] only appears when the condition is false.
Example — joint plan:
[IFJOINT]This advice has been prepared for you and your partner.[ENDIFJOINT]
[IFNOTJOINT]This advice has been prepared for you.[ENDIFNOTJOINT]
In a joint plan, the first sentence appears; in a single-client plan, the second sentence appears.
Available Conditional Tags
Client structure
Tag pair | Condition | Content shown when… |
[IFJOINT] … [ENDIFJOINT] | Joint plan | The plan includes both a client and a partner |
[IFNOTJOINT] … [ENDIFNOTJOINT] | Not joint | The plan is for a single client only |
[IFPARTNER] … [ENDIFPARTNER] | Has partner | A partner has been added to the plan |
[IFNOTPARTNER] … [ENDIFNOTPARTNER] | No partner | No partner is associated with the plan |
Advice type
Tag pair | Condition | Content shown when… |
[IFINVESTMENTADVICE] … [ENDIFINVESTMENTADVICE] | Investment advice included | The plan contains investment advice |
[IFNOTINVESTMENTADVICE] … [ENDIFNOTINVESTMENTADVICE] | No investment advice | The plan does not include investment advice |
[IFINSURANCEADVICE] … [ENDIFINSURANCEADVICE] | Insurance advice included | The plan contains insurance advice |
[IFNOTINSURANCEADVICE] … [ENDIFNOTINSURANCEADVICE] | No insurance advice | The plan does not include insurance advice |
Insurance commission
Tag pair | Condition | Content shown when… |
[IFINSURANCECOMMISSION] … [ENDIFINSURANCECOMMISSION] | Commission applies | An insurance commission is associated with the plan |
[IFNOTINSURANCECOMMISSION] … [ENDIFNOTINSURANCECOMMISSION] | No commission | No insurance commission applies |
Document type
Tag pair | Condition | Content shown when… |
[IFSOA] … [ENDIFSOA] | SOA | The document type is a Statement of Advice |
[IFNOTSOA] … [ENDIFNOTSOA] | Not SOA | The document type is not an SOA |
[IFROA] … [ENDIFROA] | ROA | The document type is a Record of Advice |
[IFNOTROA] … [ENDIFNOTROA] | Not ROA | The document type is not an ROA |
💡 Note: Conditional tags are case-sensitive and must be entered exactly as shown. Mismatched or unclosed tag pairs will cause content to render incorrectly in the generated document.