Page 16 - Statement of Advice
P. 16
Additional details
Authority to proceed
I have:
• Checked the information in this SOA relating to my personal circumstances and confirm that it is a complete and accurate record of my current situation.
• Read and understood this SOA including the benefits, disclosure of fees; commission and charges; and the costs and risks associated with this advice
I agree:
• To the scope of this advice and to pay all advice fees in the manner and methods described in this SOA.
• If any payment of the initial advice fee is returned or dishonoured, I understand that an invoice will be provided to me requesting immediate payment of the
full outstanding liability.
I would like to proceed with:
All recommendations Proceed with all the recommendations made in this SOA dated 7 November, 2022.
Not proceed No recommendations at this time and accept and understand the risks of this decision.
Change(s) that you request may impact the recommendations that we provide to you. As such we will assess the
Proceed with changes risks and impacts based on your personal circumstances and financial situation and may provide you with further
advice.
Barry Doe
Signature Date
Brendan Hill
Financial Adviser Signature Date