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Overview
The June 2021 update to the Base SOA in AdviserLogic’s Digital Advice reflects improvements to structure, clarity, and compliance alignment. These updates aim to streamline the advice document generation process while ensuring that the content remains consistent with regulatory expectations and easier for clients to understand.
The enhancements focus on improving how strategies, projections, and disclosures are presented, supporting advisers in delivering efficient, high-quality advice documents.
Introduction
As part of our commitment to improving our Digital Advice module, we have listened to your feedback and made some updates to our Base SoA:
New Strategy – Platform Switch (For Non-Superannuation Investments)
Update of Investment Replacement Product Advice Record (RPAR)
Update of Superannuation Replacement Product Advice Record (RPAR)
Updated Proposed Portfolio
Updated Current vs Proposed Investment Costs
Updated Transaction Costs
Simplified Cost of My Advice into a tabular format
Whats New
Updated Strategy - Platform Switch
Product Replacement - Before
Product Replacement - After
Proposed Investment and Superannuation Portfolios – Before
Proposed Investment and Superannuation Portfolios – After
Current vs Proposed Investment Costs - Before
Current vs Proposed Investment Costs - After
Current vs Proposed Superannuation Costs - Before
Current vs Proposed Superannuation Costs - After
Cost of My Advice – Before
Cost of My Advice – After
