Advice Presentation Notes

Client Name
Adviser/ Admin
Location
Date
Time
Advice Type
CONFIRM CLIENTS SITUATION HASN’T CHANGED
ADVICE PRESENTATION DISCUSSION
PDS DISCUSSION & SUPPORTING DOCUMENTS
DECISIONS AGREED UPON
ANY CONCERNS THE CLIENT HAS
REASON FOR CLIENT NOT GOING AHEAD WITH ANY ADVICE OR CHANGES MADE
OTHER WARNINGS, DISCLAIMERS AND DISCLOSURES DISCUSSED
OUR PROFESSIONAL ONGOING SERVICE DISCUSSION
ADVICE IMPLEMENTATION DISCUSSION
ACTIONS / FOLLOW UP REQUIRED, BY WHOM AND BY WHEN

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