So what do must I provide for an Advice Statement to be prepared by P2A ?

• Paraplanning Request Form - This is provided by us and requests you to provide us with information regarding the client, the fee structure and product recommendations.
• Copy of the Client Profile Questionnaire
• Copy of previous SOA or SOAA
• Client vsp file
• Any other relevant information such as insurance quotes etc

What's a vsp file?

It is the client file located within visiplan and contains all client details, including risk profile and current products.

How do I get this information to P2A ?

If information has been saved electronically – via email. If information has been hand written – the documents must be scanned first then emailed.

How long will it be before I get the SOA back ?

Providing you forwarded all required information, we will endeavour to have the Advice Statement back within 5 working days.

If we need further information, we will contact you and again, once we have all the information, we will endeavour to have the SOA back within 5 working days.

So what do I get back from P2A ?

• advice statement based on what you have provided
• Updated vsp files incorporating modelplan, snapshot, proposed products
• Relevant accompanying documents such as product profiles, debt modeller

Then what happens ?

You vet the SOA and if significant changes are required, you contact P2A to discuss. If only minor changes required, your office staff correct.

So who is ultimately responsible for the advice in the SOA ?

Although we strive for excellence and accuracy, the SOA can only be as good as the information provided to us. Ultimately you must ensure that the information contained in the SOA is accurate and compliant.