As you would be aware, IFA-Aust's policy is that every client you provide a service to must be under a client service agreement, preferably on commercial terms but even if not, eg. being a servicing agent and solely rebating commissions without charging a fee. The only exception to this rule is where you might have a fact find meeting (also known as an FRMI) where you are specifically disclaiming provision of advice.
We understand that some advisers prefer to stay on as the servicing adviser on products such as insurance policies so their name is front of mind if the client needs some advice in the future, so we have created a new Client Service Agreement (CSA) template for this purpose. It is called 'Client Service Agreement - Servicing Adviser Only' and is available for download on the Templates & Forms/Templates page under Client Service Agreements or by clicking HERE.
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