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The updates:
A comprehensive guide to the AFS licence obligations
Our IDR Reporting Template generates the required reporting to ASIC in their specified format to make it easier for you to report
The AFS Licensee Manual is updated to keep pace with changing regulation and industry practice.
A step by step guide to the financial planning and life advice process. Suitable for Financial planners & Life advisers
A step by step guide to the insurance underwriting process suitable for General insurance underwriting agencies, Lloyd's coverholders