Our paraplanning team can also generate Record of Advice (RoA) on your own systems based on the information being provided to us by you.
The ROA requests can be supplied to us by email, but documents like the PPR need to be uploaded generally to xplan or an equivalent. 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:
