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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
         ** Save 10% by subscribing to both 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
         ** Save 10% by subscribing to both 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.


 

Download Product Order and Payment Form


For more information about our products, call Claire Wivell Plater or email clairew@goldseal.com.au