What is a fee disclosure statement?

With the new financial year upon us, we thought it would be a great time to update you on the new Fee Disclosure Statements.

Beginning 1 July 2013, all clients who pay a fee for ongoing advice and services will be provided with a Fee Disclosure Statement.

The intent of the Fee Disclosure Statement is to help you understand the fees you pay for the services you receive.

Your Fee Disclosure Statement will show:

  • the fees you paid for the past 12 months
  • ongoing services offered
  • ongoing services received

Evolution Financial Planning clients will receive their Fee Disclosure Statement at their annual review appointment.

Please watch this short video to learn more.

Please contact us if you have any questions.

 
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