Financial Product Advice - Insurance
Insurance Advice - AFSL, Wholesale
Version 1.0 -
Last updated: 11 Feb. 2020
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 | 1.0 | Policy | 11 Feb. 2020 |
| Insurance Replacement Checklist - AFSL | 1.0 | Tool | 14 June 2019 |