Future Of Financial Advice Series : Opt-In And Fee Disclosure


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.


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...

Please see full alert below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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