Financial Product Advice - Insurance

Insurance Advice - AFSL

Last updated: 16 Oct. 2025

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 3.1 Policy 8 July 2025
Insurance Commission Consent Form - AFSL 1.0 Tool 7 May 2025
Insurance Replacement Checklist - AFSL, Wholesale 1.0 Tool 14 June 2019
Insurance Consent - FAQs - AFSL 1.0 FAQs 16 Oct. 2025