1. I / We understand that my/our SOA will be based solely on the information supplied and my/our scope of advice above. I / we understand that a policy purchased without the completion of a Fact Finder, or following a partial or inaccurate completion, may not be appropriate to my/our needs.
2. I / We understand that by restricting the advice sought, I/we risk making a financial commitment to a policy that may not be appropriate to my/our needs.
3. I / We confirm that I /We have received a copy of the Financial Services Guide(s) and Millennium3’s Privacy Statement (where requested) and have read these documents. I/we accept that my adviser may send me/us information about its services from time to time. I/we understand that I/we may notify you of my/our decision not to receive further information by contacting you directly.
4. I / We acknowledge that in accordance with the provisions set out of the Anti-Money laundering and Counter Terrorism Financing Act, that my identification information will be required before any financial services or products are applied for, and that this information will be provided to the particular product issuer(s) and to the Designated Business Group to which Millennium3 Financial Services Pty Ltd is a party.
5. I / We acknowledge that the information contained in this Fact Find may be sent to several Insurers for the purpose of obtaining a Pre-assessment of likely underwriting terms.
6. I / We understand that I / we do not have to supply my / our tax file number(s), but if I / we choose not to, I / we may be taxed at a higher marginal tax rate than if I / we supplied my / our tax file number(s).
7. I / We therefore give authorisation for the collection and retention of my / our tax file number(s). I / we further give authority for my / our tax file number(s) to be forwarded to financial institutions as necessary.
8. I / We acknowledge that a fee for preparation of my advice will be payable. This has been discussed with prior to completing this form and that the initial advice/comparison fee will be payable in the event that I / We do not proceed with recommendations.