File Review Request Form

File Review Request Form
Please complete this form and upload your file to request a new file review.
  • File Review Subject*

    Please confirm the name of the client who the file review is for.

  • Company ID*

    Please add your company ID.

  • Submitted By*

    Please confirm your name as the person submitting this file review.

  • Advisor's Name*

    Please confirm the adviser's name.

  • Email*

    Please provide your email address so that we can email confirmation that we have received your case for review, and update you once it has been completed.

  • Area of Advice*

    Please select the area of the advice. If multiple apply, please add additional fields in the notes section at the bottom of this form.

  • Advice Type*

    Please select the type of advice. If multiple apply, please add additional fields in the notes section at the bottom of this form.

  • Replacement Business?*

    Is this advice replacement business?

  • Pre or Post Advice Check*

    Please confirm if this a pre or post advice check.

  • File Uploaded

    Please confirm if the file has been uploaded to Teams and is ready for review. The SLA for incomplete files will commence once all documents have been received.

  • Notes

    Please use this box below if there is anything else we need to know before we review this file.