Wholesale-Only Clients Licensee Forum – 22 October 2025

22 Oct. 2025

Industry Forums

Paul Derham
Managing Partner
David Court
Partner
Rachel Erlich
Special Counsel
Wholesale-Only Clients Licensee Forum – 22 October 2025

Join us for our annual Wholesale-Only Clients Licensee Forum. This forum will be full of industry recent regulatory, cyber and trends updates.

This forum is tailored for Wholesale-only client AFSLs.

What's covered

  • Impact of recent AFCA decision on the $10m wholesale investor test for SMSFs
  • Licensing portal changes
  • AML/CTF update
  • Product rollouts (unregulated > wholesale > retail)
  • Compliance Trends Survey observations

Non-Subscriber Price

Price: $125

GST: $12.50

$137.50 inc GST

CPD Details

1.0 hours

Categories:

  • Regulatory Compliance and Consumer Protection

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