Statement of Advice Vetting
Paraplanner.com is pleased to offer a comprehensive Statement of Advice Vetting Service to help businesses that are self-generating their SoA to have a second set of eyes and help find errors and omissions that might have otherwise been missed.
Cost Effective & Flexible
Our Vetting service allows for three levels of Review;
1. Simple Review (Statement of Advice Document Review)
Here the Vetting Officer will review the Statement of Advice Document and identify errors, omissions and areas that require additional attention. We offer a 1 Business Day turn around on this service.
This review is estimated to take approximately - 1 hr and costs $80+gst
2. Intermediate Review (SoA, Fact Find, File Note, Bid Review)
Here the Paraplanner will review the SoA and supporting documents to ensure all areas of advice has been addressed and the Statement of Advice is free from errors and omissions. We offer a 1 Business Day turn around on this service.
This review is estimated to take approximately - 2 hrs and costs $160+gst
3. Detailed Review (Complex SoA, Fact Find, Best Interest Document, PCC & other documents)
Complex advice takes time, there are many different factors that need to be considered with multi-strategy advice and lots of items that require checking. Our Vetting Office will complete a detailed review of the Statement of Advice and all supporting documents. We offer a 2 Business Day turn around on this service.
This review is estimated to take approximately - 3 hrs and costs $240+gst