Ongoing Service Agreement Template

An Ongoing Service Agreement is used by financial planners to document that a client has 'opted-in' to receiving ongoing financial advice over a defined period of time.
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What is an Ongoing Service Agreement?

An Ongoing Service Agreement is typically a written document signed by the financial planning client which sets out the inclusions in the service package they will receive from their financial planner and, importantly, seeks the client's explicit consent to withdraw the ongoing fees from their account.

Who is this Ongoing Service Agreement template appropriate for?

This Ongoing Service Agreement template will suit financial planning firms and licensees of all sizes. While the template provides a solid framework for producing ongoing service agreements out of the box, you can also tailor areas of the template like the service package text to suit your unique offerings as a financial planning firm and the fees you charge.