Cover of adviser business statement template and guidance note

Adviser Business Statement template

An Adviser Business Statement (ABS) template customised to a typical financial planning practice. Use this template and accompanying guidance note to produce your own tailored solution.

There is no prescribed length for the ABS. However, the Financial Markets Authority (the regulator) is keen to see it in the vicinity of 7-15 pages, but this will depend on how detailed an adviser wishes to be in describing processes within the ABS.

This solution will save you hours of work and help avoid a regulatory breach.

Adviser Business Statement template
Single licence

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