Document Templates (Financial Planning)

Document Templates: Preview

Below are previews of document templates from the Best Practice Toolkit's Resource Library that are available for download for practices that are on the most recent platform pack. The previews in this article show a sample output. The documents are coded to prefill client details, reducing manual data entry, saving on time and increasing efficiency.

Want more than a preview?

You can download the full document to preview or edit, including the code, from our Resource Library. You must be signed into the Support Centre and be on the most recent versions of Xeppo's Platform Service packs to access this via the below link.

If you need assistance, please contact us via email at [e-mail]. 

Pre-Appointment Questionnaire

Financial Services Guide (FSG)

Letter of Engagement

Third Party Authority Form

TFN Authority Form

Insurance Schedule

Client Profile

Client Profile Questionnaire

Access the Resource Library

You can download the full document to preview or edit, including the code from our Resource Library. You must be signed into the Support Centre and be on the current version of Xeppo's Platform Service packs to access this via the below link. 

If you need assistance, please contact us via email at [e-mail].