Get Paraplanning Request Form

This guide provides clear and concise instructions on how to complete the Paraplanning Request Form online. By following these steps, you can efficiently fill out the form and ensure all necessary information is accurately submitted.

Follow the steps to complete the Paraplanning Request Form successfully.

1. Click ‘Get Form’ button to obtain the Paraplanning Request Form and open it for editing.
2. Begin by entering your adviser name in the designated field. This is important for identification purposes.
3. Provide your contact number, ensuring that it is a number where you can be easily reached for any follow-up.
4. Fill in your email address to facilitate communication regarding your request.
5. Input the date of your request, which helps in tracking the submission timeline.
6. Enter the client name(s) for whom you are completing this request, as it allows for proper identification.
7. Complete the software section by providing the adviser code and login information.
8. Specify the date required for the completion of services requested through this form.
9. Proceed to the SOA preparation section and select the various investment products, superannuation options, and strategies you wish to include, making sure to provide the specific amounts where applicable.
10. Articulate the client’s financial goals and objectives in the designated section to help guide the advice.
11. List the proposed strategies and products in bullet form for clarity.
12. If applicable, outline the alternative strategies and products considered, including reasons for not choosing them.
13. Complete the insurance and investment recommendations sections with necessary product details and financial implications.
14. Fill in the fees to be disclosed, including how they are payable and whether they include GST.
15. If product replacements are necessary, complete the respective tables with details of terminating and new products.
16. Review the paraplanning request checklist to ensure all required information and documents are included.
17. Before submitting, read and acknowledge the standard terms and conditions outlined in the form.
18. Complete the signature section, date it, and input your adviser name, address, contact number, and licensee name.
19. Finally, save any changes to the form, download it, print it, or share it, ensuring you retain a copy for your records before you submit.

Complete your Paraplanning Request Form online today for a seamless submission process.