Transcription of OneAnswer Statement of Advice (SOA) template - …
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OneAnswer Statement of Advice (SOA) template - …
OneAnswer Statement of Advice (SOA) template We have provided sample Statement of Advice wording covering OneAnswer s investment fund options. You are responsible for the entire content of any Statement of Advice (SOA) you prepare for a client. Accordingly, before using the attached wording in any SOA, you must consider and determine that the wording is appropriate for inclusion in an SOA for that individual client. The attached wording has been prepared by OnePath without taking into account any individual client's financial situation, objectives or needs. OnePath accepts no responsibility for its inclusion in any SOA. OnePath Custodians Pty Limited ABN 12 008 508 496 AFSL 238346 RSE L0000673 and OnePath Funds Management Limited ABN 21 003 002 800 AFSL 238342 are the issuers of this document.
3 OneAnswer Features & Benefits OneAnswer gives you access to a quality and diversified menu of investment funds, competitive and affordable pricing, convenient and reliable online se rvices and practical product features to make it …
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