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Click on this link to download Sample Statement of Advice (SOA) text that Advisers can use when writing their SOAs.
This document is in Word format so you can easily cut / paste the information you need on:
- WealthO2
- Super Simplifier
- MDA
- and any third party information that will relate to your client:
- MDA Operator
- uXchange
- Macquarie Cash Management Account (CMA)
- Desktop Broker
- Open Markets Group
- Australian Money Market (AMM)
We also include an example of an Authority to Proceed (ATP)