Financial Product Advice - Insurance
Insurance Advice - AFSL, Wholesale
Version 2.0 -
Last updated: 18 Nov. 2024
This bundle provides guidance for licensees to outline expectations of financial advisers when providing life risk insurance advice.
Included documents
| Document | Version | Type | Date |
|---|---|---|---|
| Personal Risk Insurance Advice Policy - AFSL, Wholesale | 2.0 | Policy | 18 Nov. 2024 |
| Insurance Replacement Checklist - AFSL, Wholesale | 1.0 | Tool | 14 June 2019 |