This update is intended as a general overview, targeted specifically at claims officers and underwriters of insurers of professionals required to comply with the Future of Financial Advice (FOFA) reforms.
WHAT IS IT?
Opt-in and fee disclosure is a two yearly opt-in arrangement and annual fee disclosure statement for clients paying ongoing fees.
For each client paying ongoing fees, being fees that continue for longer than 12 months, financial advisers are now required to...
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