Fair, complete, non conflicted and current
Lockdown
File needs to show what you know
Fees
VBP Huddle
FSG Register
Sole Purpose Test
Service Agreements
TMD's
Client size - risk vs reward and margin v risk
Triage service
FSC White paper - Expand consumer protections by raising the threshold under which consumers are identified as ‘retail clients’ to those with assets of less than $5 million and index the threshold to CPI;
Abolish the Safe Harbour steps for complying with the Best Interests Duty;
Abolish lengthy, complex Statements of Advice for a simpler, consumer-focused ‘Letter of Advice’;
Break the nexus between financial product and advice and remove complex labels for different categories of advice; and
Move to sustainable self-regulation by 2030 in which prior learning and pathways and individual registration are supported by the Australian Financial Services Licensing Regime.
Occupational Exclusions on group insurance
Speech to text
1FA and SMA's at CFS
New mistake on super statements
AE Fee increase, 1 new client
TPB under FSCP
FASEA deadline
Staff to update invoice spreadsheet
EOI for a fancy holiday in the Philippine's
AE Board Noms
Christmas break

Ver todos los episodios