Common Contracts
1 similar Service Agreement contracts
The VCo Service AgreementService Agreement • November 26th, 2021
Inclusions Advice Implementation ✓ Establishment of client file✓ Research on existing & proposed strategies✓ Research on existing & proposed investment products✓ Preparation of Statement of Advice (SOA)✓ Preparation & upkeep of advice documents, compliance procedures and registers✓ Presentation of SOA Implementation of Super & Investment Advice (non-SMSF)✓ Lodgement of investment fund application✓ Lodgement of rollover / transfer forms (initial)✓ Routine follow-up of rollovers / transfers✓ Final rollovers, where required✓ Loading the portfolio onto the recommended platform✓ Investing the balance in accordance with the recommended fund or portfolio✓ Issuing buy, sell and rebalancing instructions✓ Beneficiary nominations, if requested by yourself Implementation of SMSF Advice✓ Subsequent rollovers✓ Final rollovers, where required✓ Lodgement of investment fund application✓ Loading the portfolio onto the recommended platform✓ Investing the balance in accordance with the recommended fund or
