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This C7 Life Insurance Capacity Statement template document can be easily customised to your business. This template includes wording to outline:

  • processes for ensuring that ‘churning’ or ‘twisting’ do not occur; and
  • processes for monitoring commissions (including volume bonuses, override commissions and soft dollar commissions) and how they are disclosed to clients.

This template has been developed to meet the standards required in ASIC Regulatory Guide 3 and the Corporations Act 2001.

All Sophie Grace Template Documents are available for instant download. Your invoice will be emailed directly to you within 2 business days of your purchase.

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