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Tools 
and resources

Important documents and resources your clients may need to join and manage their Hostplus SMI investments.

Financial adviser working at home with a young couple

Adviser & Licensee Agreement

This form can be used by an Adviser to register for the payment of Advice Fees from a Hostplus account.

Licensee Agreement

This form can be used by Licensees to authorise multiple (nominated) financial advisers to request the payment of advice fees from a Hostplus account.

Important
resources