Advice agreement

Fees -> Advice Agreement tab for all advice agreements.

Advice agreement information for the group can be found in the Advice agreement sub tab. On load, there will be a summarised list view of all the advice agreements that you have created for the group. On this page, you can add a new advice agreement one-off not related to any advice and view exisiting agreements in detail by selecting them from the list.

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In the detailed view, you can edit and delete the advice agreement. To learn more about the advice agreement calculator click here.

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