Our Acknowledgments
Information in this form
The information provided in this form (Wealthcorp Update Questionnaire) is complete and accurate to the best of my/our knowledge (except where I/we have indicated that I/we have chosen not to provide the information).
I/We understand and acknowledge that by either not fully or accurately completing the Wealthcorp Update Questionnaire, any recommendation or advice given by the planner in these circumstances may be inappropriate to my/our needs and that I/we risk making a financial commitment to an investment policy that may be inappropriate for the needs identified.
Financial Services Guide
I/We have read and understood the Financial Services Guide Part 1 and Part 2, prior to obtaining financial advisory services and/or recommendations.
Click here to download Financial Services Guide for Ian Davies
Click here to download Financial Services Guide for Ash Nicol
Click here to download Financial Services Guide for Kingston Wealth
Information & Privacy Agreement
I/We agree that:
- Subject to the authorisation of the preparation of a Statement of Advice (incorporating financial plan), I am/we are to receive the following advisory services from the planner named in this Wealthcorp Update Questionnaire [“planner”] and understand that my/our personal information (including any sensitive information such as health information, membership of professional organisations and sexual preferences and practices [“sensitive information”]) is being collected primarily for these purposes:
- retirement planning
- estate planning
- superannuation
- investment planning
- budgeting
- managed investment schemes
- life, trauma insurance and income protection insurance
- gearing
- direct equities
- instalment warrants
- banking including credit and debit products
- arranging for the acquisition and disposal of all relevant products of the type described above; and
- an ongoing review service for my/our investment portfolio or life insurance program.
Your planner will only provide you with advice that your planner is permitted to offer you.
- I/We also consent to the disclosure of my/our personal information (including my/our sensitive information):
- to organisations involved in providing my/our planner with marketing services and to their service providers (for example posting services), so that my/our planner may offer me/us products and services that might meet my/our financial needs; &
- to other organisations in connection with the sale or proposed sale of all or part of the planner’s business and to the use of that personal information by those organisations for those purpose
- I/We also consent to the collection of my/our personal information for the purpose of my/our planner providing the services stated above. This consent also relates to my/our sensitive information.
- If I/we have provided personal information about an individual (such as a partner, dependant, employer, or accountant) I/we have or will as soon as practicable, provide the individual with a copy of the Privacy Notification Statement (PNS) that was provided to me/us with the Financial Services Guide and make them aware that the PNS applies to their personal information that has been collected for the purpose of my planner providing me/us with the financial advice I/we have requested.
- If I/we have provided sensitive information about someone else, I/we have or will obtain the consent of that person to that information being collected by my/our planner and my/our planner’s service providers.
