Contains disclosure statement templates available for purchase and download.

For AFAs who are IFA members. Package includes a disclosure statement guidance note, a sample completed disclosure statement, plus a template for you to customise a disclosure statement to meet your specific situation.

This package will save you hours of work and avoid a regulatory breach.

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.

For RFAs who are IFA members. Package includes a disclosure statement guidance note, a sample completed disclosure statement, plus a template for you to customise a disclosure statement to meet your specific situation.

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.

Package includes a disclosure statementĀ guidance note, a sample completed disclosure statement, plus a template for you to customise a disclosure statement to meet your specific situation.

This package will save you hours of work and avoid a regulatory breach.

Cost: $40.00 (NZD + GST)
Licensed for use within a single practice in a single office or location.
Contact usĀ for multiple-office pricing or more information.