Hi Paul,

Thanks it works.

Just wondering if we can make the word document to ask us about the "adviser name" and "client name". Also ask if it should use "i" or "we".

At present this is sample of our ongoing advice agreement:

Between Adviser name (an authorised representative of ) and Client name(s), dated 5 March 2012.
Client acknowledgment

· I/We agree that Adviser nameis to be my/our financial adviser on an ongoing basis to provide financial advice, the nature of which is described in the Financial Services Guide (FSG) and in this Client Service Agreement.