Advice Fees (including OFAs)

Advice Fees (excluding OFAs) - AFSL, Wholesale

Version 4.0 - Last updated: 23 June 2022

This bundle outlines the requirements for a licensee, financial adviser or representative to structure and disclose their client advice fees.  It includes general information on fee types, calculating and taking fees from superannuation.  It aligns to the requirements under the Corporations Act 2001 and the Financial Planners and Advisers Code of Ethics.

Included documents

Document Version Type Date
Advice Fees (excluding OFAs) Policy - AFSL 4.0 Policy 23 June 2022
Client Engagement Letter - AFSL 3.0 Tool 23 June 2022
Fixed Term Agreement Template - AFSL 3.0 Tool 23 June 2022
Pricing Policy - AFSL 2.0 Tool 23 June 2022
Advice Fees (excluding OFAs) FAQs - AFSL 1.0 FAQs 23 June 2022