Products for Financial Planners & Life Advisers
- Independent AFS Licensees may purchase single site licence which entitles all staff to use the Manual.
- Fees for Dealer Groups depend on the number of Head Office staff and adviser businesses that you have appointed as authorised representatives. To enable us to provide a quotation for your dealer group, please download and complete the Product Order & Payment Forms.
|
 |
| COMPLIANCE PRODUCTS |
Price
(Inc GST) |
| GOLD BOOK BUSINESS OPERATIONS MANUAL |
|
| Initial Licence Fee (for First Time Users) |
$1,265.00
|
| Update Service (12 month Subscription) |
$715.00
|
Initial Licence and Update Service
|
$1,782.00
|
| Authorised Representative Management System |
$3,025.00
|
| "Do-It-Yourself" AFS Licence Kit |
$3,740.00
|
| TEMPLATES |
|
| Authorised Representative Agreement |
$352.00
|
| Outsource Agreement |
$302.50
|
| Referrer Agreement |
$302.50
|
| COMPLIANCE TOOLS |
|
| FSG Template and Content Guide |
$302.50
|
| SoA Templates (SoA and RoA) and Content Guide |
$495.00
|
| Compliance Calendar |
$462.00
|
| Compliance Management Toolkit |
$313.50
|
| IT Strategy, Plan and Disaster Recovery |
$291.50
|
| Business Continuity Planner |
$302.50
|
| Privacy Kit |
$302.50
|
| Risk Management Toolkit |
$302.50
|
| Business Plan |
$302.50
|
| HUMAN RESOURCES PRODUCTS |
Price
(Inc GST) |
| HUMAN RESOURCES MANAGEMENT SYSTEM |
|
| Initial Licence Fee (for First Time Users) |
$907.50
|
| Update Service (12 month Subscription) |
$423.50
|
Initial Licence and Update Service
|
$1,197.90
|
| AGREEMENT TEMPLATE |
|
| Common Law Employment Agreement |
$352.00
|
*FPA and AAP members receive a 5% discount on all Gold Seal products.
For more information about our products, call Claire Wivell Plater or email clairew@goldseal.com.au