Annual Service Fee - Client Consent Logo
  • Annual Service Fee - Client Consent Form

    Modified 19 July 2020 - Version 1
  • Please tick the boxes below and sign the document to confirm your acceptance of the terms for this year. The service period starts on the 1st of July each year and finishes on the 30th of June. The services you are entitled to are outlined in the Financial Services Guide. 

     

  • If your answers and requirements vary please complete a seperate form each. 

  • Please note that Docusign can only be used by one person at a time. Please print and sign this form for two people or complete a seperate form for each person.

  • We will contact you to ammend your payment arrangement. You can still sign this form as any change to your payment arrangement will be discussed with you personally. 

  • Emails and mobile phones

    You need to be aware that:

    • If your email address or mobile phone number changes or you cease to have access to your nominated email address or mobile phone, you should notify us immediately.
    • We do not take any responsibility for the security or confidentiality of email or SMS communications sent to or through your nominated emails/mobile phone, nor for any delays in transmission due to network or other transmission errors.  Neither can we guarantee that emails will be free of viruses.
    • You should ensure the email accounts and mobile numbers you nominate are secure and can only be accessed by you.  Also, we may not be able to provide advice to you while you are overseas.
    • You may withdraw your consent at any time, but you must do so by writing to us, or the financial planning Licensee that you wish to withdraw your consent in providing authorisations via email and/or mobile phone.

    By agreeing to use electronic means to receive documents, provide instructions and give agreement or acknowledgements please be aware that the following conditions apply:

    • We may refuse to act on any instruction, and will inform you of any such refusal.
    • We will endeavour to implement your instructions as soon as we receive them.  However, please note that complex transactions may take longer to complete even if we arrange for your request to be implemented without delay.
    • The authorities you provide to us in this document apply to any capacity in which you act.  For example, if you are a director of a company or trustee of a trust, you provide these authorisations both in your personal capacity and in your capacity as a director or trustee.

    Please note: There are some documents that can only be acted upon if physically signed in ink.  These may include application forms, forms to confirm your identity, and other forms as required by third parties.

     

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  • Enva Australia (ABN 21 098 806 501) Australian Financial Services Licence No. 424494.

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