Retail -v- Wholesale – the rules explained. What does the future hold?

17 May 2023

Topical Webinars

David Court
Partner
Retail -v- Wholesale – the rules explained. What does the future hold?

The rules surrounding wholesale clients have not changed substantially since FSR was introduced in 2002. Yet it is one of the most frequently asked questions and searched topics in relation to AFSLs.

In this session, we will run through the rules and consequences as they stand, look at some common misconceptions and also navel gaze a little as to what the future might hold.

What's covered

  • Why does it matter
  • The five eligibility tests for wholesale clients
  • Unique issues for SMSFs being treated as wholesale
  • Common misconceptions
  • What the future might hold

Non-Subscriber Price

Price: $125

GST: $12.50

$137.50 inc GST

CPD Details

1.0 hours

Categories:

  • Technical

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