img

Record Of Advice

image

Our paraplanning team can also generate Record of Advice (ROAs) on our system or on your own system based on the information being provided to us by you.​

These can also be supplied to us either by email or uploading the files to your shared dropbox or any preferred method of saving your files. Our team will then review it carefully and any outstanding information needed will be sent back to you for further clarification.​

Below are the list of services we offer for ROAs:

Approx. Turnaround Time

Date of receipt + max 5 business days
Date of receipt + max 5 business days

Record of Advice (RoA) Services

ROA – SINGLE STRATEGY

ROA – MULTIPLE STRATEGY

Top