Free financial planning consent form template — capture client authorisation for advice scope, personal-data use, third-party referrals and record retention. One signed digital consent covers the four permissions planning engagements routinely need.
Quick answer
One signed digital consent covers the four permissions planning engagements routinely need.
Disclaimer: this page and its AI report are for self-reflection and process reference only. They do not constitute medical, psychological, financial, legal or safety advice. Consult a qualified professional when needed.
Methodology: items are a structural adaptation of widely used frameworks, not an official version; scoring is indicative, not diagnostic.
The Financial Planning Consent Form collects, in one place, the authorisations a planning engagement routinely needs: consent to receive personalised advice, permission to process personal and financial data, acknowledgement of any referral or commission arrangements with third parties, and agreement to record retention. Each block is separately tickable, then confirmed with a typed signature and date — so advisers never rely on a verbal yes when documenting the client relationship.
| Template | Financial Planning Consent Form |
|---|---|
| Category | Finance & Insurance |
| Format | Structured consent and authorisation form |
| Time to complete | About 10 minutes per response |
| What you get | One exportable record of every permission the client granted |
| Best for | Advisers · Compliance · Practices |
| Cost | Free to copy and customize on FormLM |
Preview the consent form and the permissions it documents.
Everything you need to run this template.
From copy to deliverable in four steps.
Copy the form and its scoring, report and branding settings into your FormLM workspace — free.
Adjust fields, options and dimensions to match advisers and insurance professionals.
Send the link or QR; every response is captured automatically.
Export or review the collected responses at any time.
Pick your role — see how it fits your workflow.
Advisers document all core permissions at onboarding in one step.
Compliance reviews see exactly which consents each client gave.
Practices handle data-authorisation questions with evidence instead of memory.
What makes this template work as a professional deliverable.
A preview of real questions — the full version adds scoring and a personalized report per respondent.
