Paraplanning Request Form

I understand that NK Consultants does not hold an AFSL and are not Authorised Representatives for the purpose of providing advice. Ultimate responsibility for the provision of compliant advice including documents specific to my client’s goals and objectives remains with me, the Adviser and my Licensee.
I have provided NK Consultants with all relevant information relating to this client and the information is correct and up to date.
I am responsible for reviewing the work prior to presenting it to my client.
I take complete responsibility for presenting and explaining the advice to my client as well as the appropriateness of the advice.
The accuracy of the plan is dependent on the information supplied by me.
I understand that by submitting this form to NK Consultants it stands as authority for NK Consultants to invoice me accordingly to the services requested.

Client's Goal	Time Frame	How are your clients tracking?	How does your recommendations meet this goal?

Life Insured/ Owner	Insurer	Type of Cover	Insured Amount ($)	Details

Insurer	Type	Initial ($ or %)	Ongoing ($ or %)

Planner Details