Financial Product Advice - Overseas Clients
Overseas Clients - AFSL, Wholesale
Last updated: 24 Aug. 2026
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.
This resource may assist financial advisers and financial services businesses looking for guidance on providing financial advice or other financial services to international, non-resident or overseas clients from Australia.
Included documents
| Document | Version | Type | Date |
|---|---|---|---|
| Overseas Client Policy - AFSL, Wholesale | 4.0 | Policy | 24 Aug. 2026 |
| Overseas Clients One-Off Approval Supplementary Application Form - AFSL, Wholesale | 3.0 | Tool | 4 May 2022 |