Advice Document Preparation
Comprehensive SoA
Superannuation
Retirement Planning
Insurance
Gearing
Direct Equities
Managed Investments
Aged Care
Record of Advice (RoA)
Execution Only (Nil Advice/SoT)
Review Documents – rebalancing/switch or no change
SMSF - set up, investment advice, wind up, preparing investment strategies
Research and Comparisons
SERVICE TURNAROUND TIMES
Our normal turnaround time is 5-7 business days on receiving all documentation.
Should your request be more urgent then we are happy to discuss an earlier completion time to suit. However, all urgent requests will incur an additional fee of 10%.
It is important the Paraplanning Request Form is completed in full detail and relevant documentation is forwarded by email (ricki-lee@execpps.com) or uploaded into the software platform used.
IMPORTANT: The PDF Paraplanning Request Form must be downloaded and saved to your computer, Do not complete the form in browser, particularly if you are using Chrome or Firefox, your data will not be saved. We recommend Adobe Acrobat Reader.(to download the PDF form, right mouse click the link above and select 'save target/link as.' Please save the form to your computer prior to filling out and submitting, do not complete the form within your browser's pdf viewer)
PLAN PREPARATION DOCUMENT REQUIREMENTS
Paraplanning Request Form (the PDF form)
Fact Find / Investor Profile(s)
Research & Comparison information on products replaced / recommended.
Services Not included
EPS will not complete insurance quotes or comparisons, these are to be provided by the Adviser
EPS will not make investment selection/s on behalf of the adviser
EPS will not contact clients or product providers on behalf of the adviser
“Ricki-lee provides a timely and professional service that I would confidently recommend to others.”