We have an existing document which can have your AFSL licensee & branding details applied, however for any change of content we can build one to your specifications upon quotation.
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Section |
Description |
Customisable Components |
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Type of Document Required |
This area allows you to choose which type of advice document you wish to have created as well as other additional options via tick box. Options available are:
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This area is not customisable.
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Projections Required |
This area allows you to choose projections wish to have created as well as other additional options via tick box. Options available are:
A choice in term of projections is also available:
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This area is not customisable. |
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The main reasons for seeking advice |
This allows you to input clients reasons for seeking advice. |
This is a free text field. |
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Risk Profile |
Allows you to selection the clients, partner & joint risk profiles from a drop down selection. |
This area is not customisable. |
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Further Information |
This section allows you to select via tick box what other further documentation is accompanying this Paraplanning request form.The option to attached documents is also enabled. Tick box options are:
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This area is not customisable. |
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Strategy Selection |
This area allows you to pick from a large number of strategies, list them by relevant (optional)for all entities in the paraplanning request. For each strategy selected there are a number of tabs you are prompted to fill in sequentially with further information. |
These are free text areas
If you use the free text option, practices have the ability to store their standard text as Manage Field content in Xplan. |
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Insurance |
This area allows you to pick what extra insurance information you have included with this request such as:
The option to attached documents is also enabled. |
This area is not customisable. |
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Cover Selection |
This area asks you to identify why you have chosen a particular cover for a client (i.e. any options or extras. |
These are free text areas |
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Client Current Situation |
This area allows you to input clients current situation data. |
These are free text areas |
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Client Objectives |
This is an area to input the client’s objectives by short, medium, long term and retirement categories. |
These are free text areas. |
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Outline of Proposed Strategy |
This area asks you to input a brief outline of the proposed strategies including products and how they are to be funded. |
This area asks you to input a brief outline of the proposed strategies including products and how they are to be funded. |
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Alternative Strategies |
This area asks you to input a brief outline of the alternative strategies not recommended and why they were inappropriate. |
This area asks you to input a brief outline of the proposed strategies including products and how they are to be funded. |
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Cost/Consequences of Product Replacement |
This area allows you to input the costs & consequences of replacement of products. |
This area is not customisable. |
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Administration Service recommended |
This area allows you to input the administration service recommended to the client. |
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Other Information (Fees & Commission) |
This area asks you to input all fees and commissions and source of them (e.g. invoice, product etc) |
This area is not customisable. |
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Insurance Commissions |
This area asks you to input all insurance fees and commissions including initial and ongoing. |
This area is not customisable. |
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Other special requests & information |
This is a free text area allowing you to input any other pertinent requests or information |
This is a free text area. |
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Adviser Authority Declaration & Signature Section |
Standard Adviser Authority Section. |
This area is not customisable. |