By your client authorising you to act on their behalf for the above items, it minimises the need for your clients to complete additional documentation.
For advisers who currently use this form, we have recently updated the form. You can now download this new form at www.aia.com.au/advisersite, and search under Procedures & Forms > Adviser Forms & Documents and search for the document titled “Financial Adviser Authority Form”.
We are working on a number of other initiatives to allow you and your clients to save even more time.
For more information on the Financial Adviser Authority Form, speak to your AIA CDM.