Your a brave person if you go ahead with that plan...
Have you considered that you would now be charging for financial advice and require licenses under the FSR regulations (financial services regime).
If anything goes wrong and you have charged them even $1.00 for the service then you could find yourself in much bigger trouble than you anticipated.....
Are you a authorised rep already(as you said they were your clients?)
Cheers
Hevlet
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