Financial Product Advice - Overseas Clients

Overseas Clients - AFSL, Wholesale

Version 3.0 - Last updated: 22 April 2022

This bundle provides the licensee with guidance on the financial services that can be provided in accordance with its Australian Financial Services Licence (AFSL) when dealing with overseas clients.  This policy does not consider the laws of any country other than Australia.

Included documents

Document Version Type Date
Overseas Client Policy - AFSL 3.0 Policy 22 April 2022
Overseas Clients One-Off Approval Supplementary Application Form - AFSL 3.0 Tool 4 May 2022