Client Details Form - Hillross



A. Your contact details

Firm Name (required)

Practice Principal (required)

Contact Person 1 (required)

Email 1 (required)

Contact Person 2

Email 2

Phone (required)

Brand (required)

** If you are a white label practice, please email your logo in .ai, .eps or high-res JPEG format to support@advant.com.au.

B. Your firm details to appear on each communication

Advisers and/or Firm Name (required)

Address details

Phone (required)

Fax

Email (required)

Website

Facebook

Twitter

Comments

C. Your disclosure details

Your business structure

Company/sole trader/trustee name

Registered business name (if different to above)

ABN or ACN

Type of authorisation

If your practice is a Multiple Authorised Representative (MAR), please list all associated company names and ABNs here:

D. Your acceptance of the Terms & Conditions

I have read and agree to the terms and conditions

E. Payment details

By submitting this form you agree to the annual fee of $520 plus GST for access and usage of the Advant Plus system. Fees will be charged via deductions through the adviser commission payment process. If you have any questions, please contact advicemarketing@amp.com.au