Disclosure statement review

A disclosure statement is a critical part of an adviser’s compliance requirement and failure to correctly disclose can result in a significant penalty. A review of your disclosure statement (in the case of an AFA, the primary and/or secondary disclosure statements), conducted by an experienced Strategi compliance officer, will help ensure you and your business remain compliant.

You can combine this purchase with our guidance note and disclosure statement templates.

Disclosure Statement Review RFA Disclosure Statement
Single review

$180.00
Contact us to order this item.

Disclosure Statement Review AFA Primary Disclosure Statement
Single review

$180.00
Contact us to order this item.

Disclosure Statement Review AFA Secondary Disclosure Statement
Single review

$180.00 per hour
Contact us to order this item.