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the fold icons


eSTORE.

Home Financial Adviser Manual

Product Name
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Price
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  • Financial Adviser Manual

    $1,800.00 inc. GST (5 advisers)

    What

    A step by step guide to the financial planning and life advice process

    Suitable for
    • Financial planners
    • Life advisers
    Contains

    A two-part manual with concise advice process and detailed guidance on key issues, covering

    IN THE MANUAL.
    • Client contact and engagement
    • Collecting client information
    • AML-CTF compliance
    • Retail vs. wholesale clients
    • Preparing and presenting advice
    • Implementing advice
    • Execution only services
    • Ongoing client service
    IN THE COMPANION.
    • Financial, tax and credit services
    • Marketing
    • Duties to clients
    • Privacy and confidentiality
    • Conflicts of interest
    • The FSG, SoA, RoA and PDS
    • Fee disclosure statements
    • Claims, complaints and communications
    Benefits
    • Comprehensive one-stop financial advice guide
    • Seamlessly integrates relevant Acts and Regulations, Class Orders, Regulatory Guides, Info Sheets and industry Codes of Practice
    • Contains customisable policies, procedures and templates
    • Includes guidance on implementing all requirements
    • Distinguishes retail and wholesale clients
    • Packed full of practical tips, traps and diagrams
    • Detailed table of contents ensures easy navigation
    • Fully footnoted
    • Supports your quality assurance programme
    • Regularly updated to reflect changing regulation, policy and practice an additional fee applies
    Use
    • Convenient reference guide
    • Customise to create policies and procedures for your business
    • Combine with the AFS Licensee Manual and Compliance Calendar for a complete compliance management system
    This price is for use by 5 advisers. Discounts are available for >5 advisers. Contact us for a quote.
     
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