Product Description The Basic Office Pack includes the following 12 financial planning document templates: Superannuation Rollover, Personal Insurance, General Insurance, Health Insurance & Estate Planning Statement of Advice template Client Advice File Note Advice Presentation File Note Basic Deposit Products and CMTs File Note Client Contact File Note First Appointment File Note Credit Referral File Note General Purpose (Standard File Note) Information Release Form Super Fund Information Request Form Transfer of Servicing Rights Form Fax Cover Sheet Total Value is $220. The included Statement of Advice document includes the following sections: Cover Letter Cover Page Table of Contents Current Situation wording and tables Lifestyle Goals & Objectives Investment Risk Profile Scope of Advice and warnings Superannuation Rollover strategy Personal Insurance strategy (including Life, TPD, Trauma and Income Protection recommendations) Health Insurance General Insurance Estate Planning (including Wills, Powers of Attorney, Guardianship and Death Nominations) Cashflow table Meeting client goals section Product recommendations (investment and risk to keep, sell or purchase with reasons why) Proposed asset allocation Assumptions Costs & risks of replacing products section Disclosures Ongoing Services Payment information, tables and disclosures How to Proceed Authority to Proceed Additional information including PDS, FSCG info Additional attachments including insurance analysis and more in-depth wording on strategies.
