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
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