The Informed Financial Consent Form Template – Australia is offered in multiple formats, including PDF, Word, and Google Docs. These formats are both customizable and suitable for printing, ensuring they meet your specific requirements effortlessly.
Informed Financial Consent Form Template – Australia Editable | PrintableSample
1. Client Information 2. Financial Advisor Information 3. Purpose of the Financial Advice 4. Scope of Services 5. Fees and Charges 6. Consent to Collect Personal Information 7. Acknowledgment of Risk 8. Declaration of Understanding 9. Signatures and Acceptance
PDF
WORD
Examples
[Client’s Name]
[Client’s ID]
[Client’s Address]
[Client’s Phone]
[Client’s Email]
[Adviser’s Name]
[Adviser’s Firm]
[Address]
[Phone]
[Email]
This Informed Financial Consent Form (“Consent”) specifies the client’s understanding and agreement to the financial advice services provided by the adviser.
The adviser will provide advice on various financial matters including investments, retirement planning, and risk management tailored to the client’s needs.
The client acknowledges that the adviser will receive fees for their services which could include [specific fees, e.g., hourly fees, commission-based, flat fees]. A detailed fee schedule is provided in the accompanying document.
The adviser agrees to maintain the confidentiality of all client information and not disclose it to third parties without the client’s consent, unless required by law.
The client has the right to seek clarification on any aspect of the advice, to withdraw consent at any time, and to request a review of their financial plan at intervals agreed upon with the adviser.
By signing this form, the client confirms that they have read and understood the terms outlined above and agree to proceed with financial services from the adviser.
[Client’s Signature]
[Client’s Name]
[Adviser’s Signature]
[Adviser’s Name]
[Client’s Name]
[Client’s ID]
[Client’s Address]
[Client’s Phone]
[Client’s Email]
[Adviser’s Name]
[Adviser’s Firm]
[Address]
[Phone]
[Email]
This document serves to confirm the client’s awareness and acceptance regarding the financial services and advice they will receive from the adviser.
The adviser will assist the client with financial planning, investment portfolio management, and ongoing review of client progress towards financial goals.
The client acknowledges the adviser’s fees as stated, which can include [details on commissions, service charges, etc.] Payment terms and conditions are laid out in the attached fee structure document.
Both parties agree to uphold confidentiality regarding personal and financial information shared throughout the advisory relationship.
The client has rights including access to advice records, the ability to ask questions regarding the advice being provided, and the responsibility to provide accurate financial information to the adviser.
The client asserts that they understand the information presented and provide consent to proceed with the financial advice as outlined.
[Client’s Signature]
[Client’s Name]
[Adviser’s Signature]
[Adviser’s Name]
Printable
