The online onboarding wizard and the hardcopy application form have been updated to incorporate the abovementioned additional details on advice fees. However, please note that if you are using the “Print application form” functionality from the onboarding wizard, you will need to provide the additional advice fee details by completing the Advice fee consent form and upload the signed form as part of your online onboarding submission. We will look to update the “Print application form” functionality in the near future.
Related:
Have any questions for us?
If you cannot find the answer you are looking for, you can submit a request and we will be in touch as soon as possible. Alternatively you can contact us on 1300 988 878, or email us at wealth@masonstevens.com.au