Client information booklet cover

Client information booklet

This is a comprehensive client information booklet (or data collection booklet) that can be used by investment or insurance advisers to collect all the required information needed to draft a Statement of Advice.

The booklet is designed in modular form so that only specific sections need to be provided to clients, based on the scope of advice and terms of engagement.

Use this booklet in conjunction with our corresponding Investment SoA template and Personal Risk Management SoA template.

Client information booklet
Single licence

Licenced for use within a single practice in a single office or location. Contact us for multiple-office licencing.