This calculator can be used to obtain the dollar amount for FDS/Consent when fees are paid under a percentage arrangement. You are required to use current balances with:

  • Known contributions
  • Known withdrawals/pension payments
  • Fees

This template can be used as a base for your AFSL template. Please be aware that some providers require their own consent forms.

  • Fee Disclosure Statement Standalone
  • Combined Fee Disclosure Statement and Consent Form

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