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Do we have standard SoA wording to recommend Intello's services to our clients?
Do we have standard SoA wording to recommend Intello's services to our clients?

Yes. To recommend or refer a client to Intello, we can provide standard Statement of Advice SoA wording which outlines our services.

Intello Robot avatar
Written by Intello Robot
Updated over 6 years ago

Sample Statement of Advice SoA wording to recommend Intello as an SMSF administration or Portfolio administration service provider can be downloaded here:
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​https://intello.box.com/v/SampleSoAWording

If you have any feedback or questions regarding this document or wording please email support@intello.com.au or send us a message via our live chat.
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