scopeofservice

Scope of service details - PRODUCT ADVICE ROB

CLIENT 1 Full Name

Date of Birth

Smoking status

Mobile no

Primary Email

Main Occupation

Home address

CLIENT 2 Full Name

Date of Birth

Smoking status

Mobile no

Secondary Email

Main Occupation

Appointment Date

Appointment time

New Insurance product selected by client

Total premium for new insurer

Full product details

The reason for recommending new insurer

Insurer Name; Product details;

Existing Insurer Name

FOR NEW PRODUCT

Total premium for existing insurance

Please provide me the list of documents given to the client.

Quality comparisons; Premium comparisons for one year; Premium forecast; One to one feature comparisons ; Discussed different budget; Discuss advantages and disadvantages; Exclusion/s for new cover; etc

The reason for recommendation

The premium is easy to budget against receipt of income/// Iress premium forecast clearly shows the premium is lower for similar product/// In the client's experience, the new insurer offers excellent customer service/// This plan is affordable based on the customer's financial situation/// The type of insurance offers certainty which was an important consideration for the customer/// The insurers product/s fit the client situation and needs/// The options selected are effective in ensuring the client has more savings/// Iress/QPR product rating for Life and Trauma is superior/// Financial rating is stable/// or???

FOR ROB ONLY: Change in premium structure (Rate for Age to Level or, Level to Rate for Age)

FOR ROB ONLY: Policy Owner’s needs have changed and their existing policy/benefit do not match their current needs.

FOR ROB ONLY: Policy Owner’s needs have not changed, but new policy/benefit is advantageous.

Have you given replacement of business advice?

Declaration of Advice: Select the check box that correctly reflects the level of advice you have provided the Policy Owner(s) regarding this replacement.

Did you give a copy of your disclosure statement and scope of service to the client?

Did you show the client the company's disclosure on the website?

Adviser's name

Scope of service details - PRODUCT ADVICE ROB

0800868467