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Select your message and copy & paste the relevant text into an email to your adviser. Or read it out on the phone.

 

Dear (adviser)

Please send me a portfolio performance report that shows the return of my portfolio (since inception) against the relevant benchmark index for each fund.

I’d also like to compare the performance and costs of my actively managed funds against available index funds.

Please also include the fee you receive for ongoing advice, including any trailing commissions.

Regards

(you)

 

Dear (adviser)

I received my Fee Disclosure Statement and noticed there were no details of any commission you receive from my financial products.

Could you please send me a statement showing all commission paid from products I/we own, whether paid directly to yourself or to your company.

Regards

(you)

 

Dear (adviser)

Could you please send me a statement showing all commission paid from products I/we own, whether paid directly to yourself or to your company.

Regards

(you)

 

Dear (adviser)

Thank you for my Fee Disclosure Statement.  Could you please send me the same for previous years, starting from the beginning of our ongoing service agreement?

I’d like to see the ongoing advice fees paid (including commission you or your company receives from my/our products), ongoing services received and ongoing services I/we should have received for each year previous to this last one.

Regards

(you)