Online Training - FDS/FTA and Group Engagement

• Related Articles

• Group Management

  Group Groups in AdviceOS need to be created before the user can perform any bulk related activities such as bulk actions, bulk emails, bulk FDS, bulk document actions, etc. This section is for you to view any static and dynamic group that was ...

• Ongoing Service Agreements and FDS Management

  1. Introduction Fee Disclosure Statements (FDS’) are legislated requirements under the Corporations Act 2001 with the most recent changes to this legislation coming into effect 1 July 2021. The documents and associated processes intend to ensure ...

• Fixed Term Agreement

  Introduction Fixed Term Agreements (FTA) allow a licensee or practice to charge a client fees for a period of 12 months or less and who do not wish to sign up for an ongoing fee arrangement. There are instances where this can be greater than 12 ...