Is a four-page SOA really possible?

David Maida | financialalert | 22 November 2012

Earlier this month, Tony Vidler called for Statements of Advice (SOA) to be no longer than four pages. But others see no problem with quite lengthy statements, as financialalert found out when it surveyed some advisers on how they interpret Code Standard 6's requirement to communicate "clearly, concisely, and effectively."

Goldridge Wealth Management's Bernard Long sees no merit in trying to shrink a SOA to four pages. ""I don't see that it warrants trying to shorten ...