Three new fiduciary rule aids were unveiled by the Financial Services Institute Monday. They include:

• A negative consent letter, which allows advisors to continue to service existing accounts without clients needing to sign new documents.

• An IRA rollover form,  which is useful for moving customer funds to an advisory firm from an IRA or 401(k) plan.

• A disclosure website template, a model site map of the required disclosures aimed to simplify building the required website.

The first two are available for FSI members at a combined price of $2,500. The last is priced at $4,000.

These three are being added to FSI’s menu of fiduciary help offerings, which already include a Best Interest Contract Exemption Contract template and a fiduciary rule compliance guide.

To see the offerings and to order click http://bit.ly/2aOi2nc.