Advice documents
Paraplanner Request
A document to communicate with paraplanners about client needs, adviser recommendations and specific document preparation requirements.
Use it whenever a paraplanner, in house or outsourced, is preparing the Statement of Advice.
The problem
Why the Paraplanner Request takes so long today.
Without Claras
Paraplanner briefs are written from memory after the meeting, which is why the first draft comes back with questions and the SOA waits another week.
With Claras
Claras fills your paraplanner request template from the strategy meeting and the fact find, so the brief carries what was discussed, not what someone remembers afterwards.
Sources
What Claras draws on.
You choose which materials are relevant. Claras reads the parts of them that each section of the Paraplanner Request needs, and shows you the sources behind each section.
- The strategy meeting
- The fact find
- Research and product comparisons you attach
Controls
The same controls on every document.
- Fixed wording inserted word for word, where you turn it on
- Adviser and licensee details drafted from your practice profile
- Review guidance on every drafted section: light, standard or careful
- Personal information removed before anything reaches the AI, by default
- Version history on every document
- Word export in your branded template
Make the template yours.
Templates from your licensee.
If your licensee is on Claras, you draft from the structure they signed off, and they keep control of it.
- 1Select your AFSL
- 2Your licensee approves
- 3Their templates appear in your list
Licensee not on Claras yet? Tell us about your licensee
Built for advisers. Governed by licensees.
For advisers
Draft your next document from the meeting you just had.
For licensees
Share your templates with your advisers.
Other advice documents