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Opt in renewal

Centaur Financial Services would like to continue providing assistance in guiding your financial choices for your future. To elect to continue utilising your ongoing service arrangement please submit the form below.

This Renewal should be considered in conjunction with your annual Fee Disclosure Statement provided to you.

Please contact our office on 07 5559 5760 if you have any questions.

Acknowledgement

I/We have read and understood the following:

In order to continue the ongoing fee arrangement, the arrangement must be renewed within 120 days from the anniversary date stated in your Fee Disclosure Statement. If I/we do not respond or discontinue the arrangement within 120 days:

  • The ongoing fee arrangement will terminate;
  • No further advice will be provided or fees charged, and
  • My existing adviser will have no ongoing responsibility for my financial affairs, including reviewing my/our accounts held with my adviser and advising on any implications of any legislative change or changes in economic conditions.

    Please select the appropriate box (required)

    *Please note, if you do not notify us within the renewal period, the arrangement will officially cease at the end of an additional 30 days (150 days after the issue date). Therefore some fees and charges may apply during this period (non-refundable).

    The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances. Centaur Financial Services do not warrant the accuracy, completeness or currency of the information provided on and made available through this website. Past performance of any product discussed on this website is not indicative of future performance.

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