Financial Product Advice - Investment Products
Investment Product Advice - AFSL, Wholesale
Version 2.0 -
Last updated: 18 Nov. 2024
This bundle provides guidance for licensees to outline expectations of advisers when providing investment advice, and in determining if a client is a wholesale client.
Included documents
| Document | Version | Type | Date |
|---|---|---|---|
| Investment Product Advice Policy - AFSL, Wholesale | 2.0 | Policy | 18 Nov. 2024 |
| Investment Replacement Checklist - AFSL, Wholesale | 2.0 | Tool | 15 March 2020 |
| Record of Value Price Template - AFSL, Wholesale | 2.0 | Tool | 15 March 2020 |