Sticking to the limit |
|
The Financial Markets Authority (FMA) published a guidance note in December, allowing advisers to provide simplified financial advice to "lower value clients". The Guidance Note: Limited Personalised Advice describes how an adviser can give... |
Not yet a Member? It’s quick and free to join. Already a member? Please log in.
© 2014 Portfolio Construction Forum, Brillient Investment Publishing Pty Ltd ABN 19 122 531 337. All rights reserved.
Refer Terms & Conditions of Use.
Similar Articles