Introduction 1 2.1 2.2 2.3 2.4 Role of the Adviser Scope of Advice Disclaimer Disclosure Document (Acknowledgement of receipt) 1 1 1 3 Executive Summary 2 3.1 3.2 3.3 3.4 3.5 3.6 2 2 2 2 2 2 Your Personal Situation Your Financial Situation Your Goals and Objectives Risk Profile Cashflow requirements Recommendations 3.6.1 Wealth Protection 3.6.2 Wealth Accumulation 3.6.3 Aggressive Estate Planning 2 2 2 2 3.7 Projected Results of Recommendations 2 9.1 4 Current Situation 3 4.1 Personal Situation 4.2 Your Goals and Objectives