Request for paraplanning services

If you prefer to print and fax your form instead of filling it online using the form below, you can download our request form in PDF or Word format.

Request form

To avoid unnecessary delays, please fill-in all requested info and remember to email or post your Client Questionnaire and File Notes on completion of this form.

Adviser details
	Adviser's name
	Practice name
	Postal address
	Email address
	Work phone no.
	Mobile phone no.
	Licensee / Dealer
	Accreditation		DFP		CFP
		Degree

Service required — please √
	Your client's name:
	Standard SoA		Review SoA
	Multiple Scenario SoA		Review Re-weight SoA
	Risk Only Plan		Strategy Modelling
	Consolidation of Super		Goals Report
	Entity / SMSF SoA		Special Request

Your investment preference — please √
	Master Trust / Wrap		Please email us instructions
	Retail		Please email us instructions
	Direct Equities		Please email us instructions

Disclosure of fees & commissions — please √
		Fee for Service	hours @ $ per hour   and the fee is capped at $ OR set fee $ AND recouped from commissions
		Asset-based Fee	Please send us your fee schedule
		Commission	State the percentage of commission you wish to receive: i.e. 80% of the available commission Entry Fee % Commission % Exit Fee % Commission % Review Fee %   Trail Commission %

Service delivery format — please √
	Via email		Please email the final SoA to me
	Via post		Please print, bind and Express Post the SoA to me. An additional fee of $80 applies (incl. GST). For this service, we will need a copy of your letterhead.
	VSP file		Please email the Visi file to me

Checklist — please √
		Client Questionnaire is signed
		Client's objectives are detailed in Client Questionnaire
		Risk Profile has been completed
		Recommended Products
		Replacement of Product details have been provided
		Insurance Quotes and working papers (calculations) attached
		Annuity Quotes are attached
		Letterhead attached (if you would like to use our binding services for your SoA)

Adviser authority — please √ to indicate your authorisation
		I have read and I understand the Paraplanning offer.
		I understand that my SoA request cannot be booked in or commenced until I have provided all of the information requested by InPractice Solutions.
		I understand that any changes requested after the job sheet has been signed off may result in additional charges.
		I understand that my digital signature is authority for InPractice Solutions to invoice me according to the services requested on the cover page.
Additional instructions

Product recommendations

Please type in the above authentication code in the space provided below before submitting form.

Remember to email or post your documents to us immediately after you have submitted this form. Also remember to keep a copy for your files!