This section contains the following templates available for purchase and download:

  • Client Information Booklet (Generic)
  • Client Information Booklet (KiwiSaver)
  • Personal Risk Management
  • KiwiSaver
  • Investment

 

This package includes a sample template with embedded instructions, plus a separate editable template that can be used to develop your own Statements of Advice for personal risk management clients. 

Using this tool will save you hours of frustration developing your own SoA template, plus you will have confidence it is compliant before you start.

Use this template in conjunction with our client information booklet for data-collection.

Cost: $97.75 NZD incl GST

Licensed for use within a single practice in a single office or location.
Contact us for multiple-office pricing or more information.

This is a comprehensive client information booklet or data collection booklet that can be used by investment or insurance advisers to collect all the required information needed to draft a Statement of Advice.

The booklet is designed in modular form so that only specific sections need to be provided to clients, based upon the scope of advice and terms of engagement.

Use this booklet in conjunction with our corresponding Investment SoA template and Personal Risk Management SoA template.

Cost: $57.50 NZD incl GST

Licensed for use within a single practice in a single office or location.
Contact us for multiple-office pricing or more information.

This client information booklet or data collection booklet has been designed for financial advisers who need to collect all the required information to enable them to draft a Statement of Advice for KiwiSaver clients.

Cost: $46.00 NZD incl GST

Licensed for use within a single practice in a single office or location.
Contact us for multiple-office pricing or more information.

This package includes a sample template with embedded instructions, plus a separate editable template that can be used to develop your own Statements of Advice for KiwiSaver clients. 

Using this tool will save you hours of frustration developing your own SoA template plus, you will have confidence it is compliant before you start.

Use this template in conjunction with our client information booklet for data-collection.

 

Cost: $74.75 NZD incl GST

Licensed for use within a single practice in a single office or location.
Contact us for multiple-office pricing or more information.