Financial Product Advice - Investment Products
Gearing and Margin Lending - AFSL, Wholesale
Version 2.0 -
Last updated: 18 Nov. 2024
This bundle is for licensees to use in developing their requirements when providing advice on borrowing and gearing strategies, including meeting the BID requirements. It includes a checklist for file noting margin lending advice and confirmation of documentation provided.
Included documents
| Document | Version | Type | Date |
|---|---|---|---|
| Margin Lending Advice File Note Template - AFSL, Wholesale | 1.0 | Tool | 19 May 2019 |
| Providing Gearing Advice Policy - AFSL, Wholesale | 2.0 | Policy | 18 Nov. 2024 |