Templates
Miscellaneous
2: Research

2: Research

CSR is expected to complete the enquiry form and has requested for the documents.
1
Financial Adviser assigns tasks to the CSR:
2
Third Party Authority:
3
Enter Client Details here
4
Review Information entered and send the ATA
5
If client's fund is a Super, proceed to step 7 if Insurance, proceed to step 16
6
Prepare Super Enquiry Form:
7
Fund Overview and Fund details
8
Tax Components and Preservation
9
Contributions
10
Investment Options
11
Beneficiary Nomination
12
Insurance
13
Fees
14
General Checklist
15
Prepare Insurance Enquiry Form:
16
Fund Overview and Fund details
17
Policy Details
18
Life / TPD
19
Trauma / Income Protection
20
Business Expense
21
Premiums
22
Checklist
23
Run Strategy Template for the Client: