AuswideReferral

Referrer

Lead

Compulsory staff disclosure statement

Below is important information relating to this referral, we believe you should receive it.

Auswide Bank’s Australian financial services license does not extend to the range of financial advisory services or products provided by Alliance Wealth (including its authorised representatives and licenced associates). We can only inform you that Alliance Wealth can provide those products and the services.

Any factual information we provide is not intended to imply any recommendation or opinion about a financial product or service. We recommend you form your own opinion about these matters and seek advice from your financial adviser.

Auswide Bank has a minority interest in a company providing financial services for Alliance Wealth and Auswide Bank may receive dividends from that company. Auswide Bank may also receive a referral fee of between 5% and 10% of commissions, brokerage or fees on the financial services or products you receive as a result of this referral.

I confirm that I have obtained the client/s signed consent to provide Auswide Bank with the client/s contact details so that Auswide Bank can discuss their consumer loan requirements. I have emailed the completed a Consumer Referral Consent form to customeroperations@auswidebank.com.au

Would you like to proceed with the referral?

Salutation

First Name

Last Name

E-Mail

Phone #

Address

Suburb

State

Post Code

Life Stage

Preferred Contact Method & Time

Comments

Services Interested

Success Thanks for contacting us, we will get back to you shortly.

Lead Source

Lead Region

Referral Branch

Staff Member Name