eStore | Compliance Documents, Policies & Templates| Hamilton Locke & Source

MDA - Advice and Contract Documents

Template SoA material, Investment Program and MDA Contract. Suitable for MDA providers & External MDA advisers

Buy Sell Deed for Small Businesses

A template legal agreement suitable for Companies and unit trusts with 3-4 shareholders or unitholders (as applicable) in the business.

$650.00 inc GST

Statement of Advice Template

A template SoA suitable for Financial planners & Life advisers

$1,200.00 inc GST

Record of Advice Template

A template RoA suitable for Financial planners & Life advisers

$199.00 inc GST

MDA - Provider FSG

Template for a special purpose FSG for MDA providers

$750.00 inc GST

Ongoing Service Toolkit (incl. FDS and Consent)

A complete set of ongoing service documentation, updated to comply with the Royal Commission legislation

$600.00 inc GST

Authorised Representative Agreement for Financial Planners and Life Advisers

A template legal agreement with supporting notices suitable for Financial planners & Life advisers

$495.00 inc GST

Bundle: CAR Agreement & AR Agreement Templates (5% discount on individual pricing)

Corporate Authorised Representative Agreement and Authorised Representative Agreement templates – bundled together so you save $55 on the individual pricing of these products.

$1,035.00 inc GST

Financial Adviser Kit: Manual and Compliance Calendar (10% discount on individual pricing)

The Financial Adviser Manual and Compliance Calendar – bundled together so you save $230 on the individual pricing of these products.

$2,069.00 inc GST

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