Compliance Arrangements

Compliance Arrangements Overview - Wholesale

Last updated: 27 Nov. 2025

This bundle includes a compliance policy, as well as a committee charter to establish and conduct monthly compliance committee meetings, including a compliance committee standard agenda template, and a compliance diary template.

Included documents

Document Version Type Date
Compliance Policy - Wholesale 2.0 Policy 27 Nov. 2025
Compliance Committee Charter - Wholesale 1.1 Tool 27 Nov. 2025
Compliance Committee Standard Agenda - Wholesale 1.0 Tool 27 Nov. 2025
Director's Declaration - Change in Control - Wholesale 1.0 Tool 27 Nov. 2025
Periodic Board Compliance Report - Wholesale 1.0 Tool 27 Nov. 2025
FSR Overview Mindmap - AFSL 1.2 Mindmap 13 May 2025
Responsible Managers (AFSL) Mindmap - AFSL 1.1 Mindmap 3 June 2024