Disclaimer
The information provided here serves as a general template concerning client consent documentation for financial services in Australia. It does not constitute legal or financial advice and should not replace consultation with a qualified professional familiar with Australian laws and regulations. Variations may be necessary to meet specific legal requirements in different jurisdictions. The use and application of this template are at the user’s own risk, and no liability is assumed for any inaccuracies or misuse without professional oversight.
Please note: This is a sample Informed Financial Consent Form template for Australia, provided for illustrative purposes only. Actual consent forms should be tailored to specific circumstances and comply with relevant legal requirements.
Informed Financial Consent Form – Australia (Sample)
Client Details:
Name: ________________________________
Address: ________________________________
Date of Birth: __________________________
Financial Information and Advice:
The client acknowledges that they have received and understood the financial advice provided, including the risks and benefits associated with the proposed financial strategies and products.
Risks and Disclosures:
The client understands that all investments involve risks, and past performance is not indicative of future results. The client has been informed of potential conflicts of interest and the provider’s remuneration arrangements.
Consent:
The client consents to the provision of financial advice and confirms they have had opportunities to ask questions and seek independent advice if desired.
- This consent remains valid until revoked in writing by the client.
- The client acknowledges their right to access and correct their personal information at any time.
- Compliance with applicable Australian laws and regulations is assured.
Location: ____________________________________
Date: ________________________________
Client Signature
Financial Advisor/Planner